Data / Investment advisers / Florida / Ekanta Wealth Advisors LLC
Ekanta Wealth Advisors LLC, Coconut Grove, FL: $307 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ekanta Wealth Advisors LLC is an SEC registered investment adviser with its main office in Coconut Grove, Florida and reports $307 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Ekanta Wealth Advisors LLC (CRD number 282031): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 282031
- SEC file number
- 801-115217
- SEC status
- Approved, effective May 3, 2019
- Main office
- 2665 South Bayshore Drive Suite 430, Coconut Grove, FL 33133
- Phone
- (305) 882-9240
- Regulatory AUM
- $306,677,491 in the Form ADV filed March 23, 2026
- Non discretionary AUM
- $306,677,491
- Accounts
- 52
- Employees
- 7, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 36 | $229.3 million |
| High net worth individuals | 16 | $77.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $306.7 million | March 23, 2026 |
| December 1, 2025 | $283.4 million | February 14, 2025 |
Other advisers in Coconut Grove
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| L 1 Global Wealth LLC | Coconut Grove | $2.81 billion | Not listed | adviserinfo.sec.gov |
| Bicycle Capital | Coconut Grove | $518.5 million | 1 | adviserinfo.sec.gov |
| Apex Investments Management US, LLC | Coconut Grove | $392.5 million | 1 | adviserinfo.sec.gov |
| Safe Harbor Capital Partners | Coconut Grove | $343.8 million | 7 | adviserinfo.sec.gov |
| Roo Capital Management I, LLC | Coconut Grove | Not listed | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Coconut Grove, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Ekanta Wealth Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.