{
  "crd_number": 282031,
  "slug": "ekanta-wealth-advisors-llc-coconut-grove-fl-282031",
  "primary_business_name": "EKANTA WEALTH ADVISORS LLC",
  "legal_name": "EKANTA WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Coconut Grove",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-03",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 306677491.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 306677491.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 77337333.0,
      "count": 16
    },
    "corporations_other_businesses": {
      "raum": 229340158.0,
      "count": 36
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://ekantawealth.com",
    "https://linkedin.com/company/ekanta-wealth-advisors/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282031",
  "city_as_filed": "COCONUT GROVE",
  "url": "https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031",
  "display_name": "Ekanta Wealth Advisors LLC",
  "summary": "Ekanta Wealth Advisors LLC is an SEC-registered investment advisory firm in Coconut Grove, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Ekanta Wealth Advisors LLC (CRD 282031): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ekanta Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ekanta Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Ekanta Wealth Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it); Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ekanta Wealth Advisors LLC located?",
      "a": "Ekanta Wealth Advisors LLC's principal office is in Coconut Grove, FL, according to its Form ADV."
    },
    {
      "q": "Is Ekanta Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Ekanta Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282031."
    },
    {
      "q": "How much does Ekanta Wealth Advisors LLC manage?",
      "a": "Ekanta Wealth Advisors LLC reports $306,677,491 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary)."
    },
    {
      "q": "How have Ekanta Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ekanta Wealth Advisors LLC: Regulatory assets under management: $92,681,199 in the October 2021 data and $306,677,491 in the October 2026 data, up 231%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ekanta Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (36); high net worth individuals (16)."
    },
    {
      "q": "Which custodians does Ekanta Wealth Advisors LLC use?",
      "a": "Ekanta Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Credicorp Capital Chile, EFG Bank and EFG Capital International as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ekanta Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282031"
    },
    {
      "q": "Does Ekanta Wealth Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"In general, we require a minimum account size of $1,000,000 unless otherwise agreed on with Ekanta to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 92681199.0,
      "total_employees": 3,
      "filing_date": "2021-06-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 214961571.0,
      "total_employees": 4,
      "filing_date": "2022-06-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 211197573.0,
      "total_employees": 4,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 233629216.0,
      "total_employees": 7,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 283432807.0,
      "total_employees": 7,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 306677491.0,
      "total_employees": 7,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning Services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "We will charge the management fee as a percentage of assets under management or consultation, typically ranging from 0.50% to 2.00%, based on the size and complexity of the client's individual portfolio and the nature and extent of any Financial Consulting services required."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum account size of $1,000,000 unless otherwise agreed on with Ekanta to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "We charge a minimum fee in the amount of $10,000 unless otherwise agreed on with Ekanta to open and maintain an advisory account. At our discretion we may waive the minimum fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning Services)"
        ],
        "quotes": [
          "Depending on the arrangements made at the inception of the engagement we may also agree to charge an hourly fee, which is typically $500 per hour, for advisory consulting and/or Family Office and Wealth Planning Services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "advisory consulting and/or Family Office and Wealth Planning Services"
        }
      ]
    },
    "quotes": [
      "We will charge the management fee as a percentage of assets under management or consultation, typically ranging from 0.50% to 2.00%, based on the size and complexity of the client's individual portfolio and the nature and extent of any Financial Consulting services required.",
      "In general, we require a minimum account size of $1,000,000 unless otherwise agreed on with Ekanta to open and maintain an advisory account. At our discretion, we may waive this minimum account size.",
      "We charge a minimum fee in the amount of $10,000 unless otherwise agreed on with Ekanta to open and maintain an advisory account. At our discretion we may waive the minimum fee.",
      "Depending on the arrangements made at the inception of the engagement we may also agree to charge an hourly fee, which is typically $500 per hour, for advisory consulting and/or Family Office and Wealth Planning Services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Credicorp Capital Chile",
      "name_as_filed": "CREDICORP CAPITAL CHILE",
      "affiliated": false
    },
    {
      "name": "EFG Bank",
      "name_as_filed": "EFG BANK",
      "affiliated": false
    },
    {
      "name": "EFG Capital International",
      "name_as_filed": "EFG CAPITAL INTERNATIONAL",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 77337333.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 36,
      "fewer_than_5": false,
      "raum": 229340158.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282031",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}