EKANTA WEALTH ADVISORS LLC

2665 South Bayshore Drive
Suite 430
Coconut Grove, Florida 33133
Tel: 305-882-9240

About EKANTA WEALTH ADVISORS LLC

EKANTA WEALTH ADVISORS LLC, formally registered with the SEC as EKANTA WEALTH ADVISORS LLC. The firm was established in 05/03/2019. They have over 1 offices throughout the country.

EKANTA WEALTH ADVISORS LLC is a Coconut Grove, Florida based Financial Planning firm with nearly $283,432,807 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282031
SEC#	801-115217
Assets Managed by Firm	$283,432,807
No. of Clients	46
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	46	$283,432,807
High net worth individuals	46	$283,432,807

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