# Ekanta Wealth Advisors LLC

> 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.

- CRD: 282031
- Filed as: EKANTA WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coconut Grove, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282031
- AdvisorCensus page: https://advisorcensus.com/firm/ekanta-wealth-advisors-llc-coconut-grove-fl-282031

## Quick answers

**How is Ekanta Wealth Advisors LLC compensated?**
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.

**How much does Ekanta Wealth Advisors LLC charge?**
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.

**Where is Ekanta Wealth Advisors LLC located?**
Ekanta Wealth Advisors LLC's principal office is in Coconut Grove, FL, according to its Form ADV.

**Is Ekanta Wealth Advisors LLC registered with the SEC or a state?**
Ekanta Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282031.

**How much does Ekanta Wealth Advisors LLC manage?**
Ekanta Wealth Advisors LLC reports $306,677,491 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

**How have Ekanta Wealth Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Ekanta Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (36); high net worth individuals (16).

**Which custodians does Ekanta Wealth Advisors LLC use?**
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.

**Does Ekanta Wealth Advisors LLC report any disciplinary disclosures?**
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

**Does Ekanta Wealth Advisors LLC state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

- Minimum annual fee: $10,000

> 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.

- Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning Services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Credicorp Capital Chile
- EFG Bank
- EFG Capital International

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.

### Regulatory assets under management (Item 5.F)
- Total: $306,677,491
- Discretionary: $0
- Non-discretionary: $306,677,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 16 | $77,337,333 |
| Corporations or other businesses not listed above | 36 | $229,340,158 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ekantawealth.com
- LinkedIn @ekanta-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $92,681,199 | 3 | June 22, 2021 |
| October 2022 | $214,961,571 | 4 | June 1, 2022 |
| October 2023 | $211,197,573 | 4 | September 28, 2023 |
| October 2024 | $233,629,216 | 7 | March 22, 2024 |
| October 2025 | $283,432,807 | 7 | February 14, 2025 |
| October 2026 | $306,677,491 | 7 | March 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ekanta Wealth Advisors LLC (CRD 282031): Form ADV filing data as of October 2026.