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John Elliott Wealth Management LLC

New London, NHState-registered investment adviserCRD 339255

Filed as JOHN ELLIOTT WEALTH MANAGEMENT LLC

John Elliott Wealth Management LLC is a state-registered investment advisory firm in New London, NH, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

0 years
registered since 2026
$0
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is John Elliott Wealth Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), John Elliott Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is John Elliott Wealth Management LLC located?

John Elliott Wealth Management LLC's principal office is in New London, NH, according to its Form ADV.

Is John Elliott Wealth Management LLC registered with the SEC or a state?

John Elliott Wealth Management LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339255.

How much does John Elliott Wealth Management LLC manage?

John Elliott Wealth Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2026.

Does John Elliott Wealth Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339255

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated March 31, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $0
High net worth individuals
Clients Fewer than 5 Assets $0
Banking or thrift institutions
Clients Fewer than 5 Assets $0
Investment companies
Clients Not reported Assets $0
Business development companies
Clients Not reported Assets $0
Pooled investment vehicles (other than investment companies and business development companies)
Clients Not reported Assets $0
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $0
Charitable organizations
Clients Fewer than 5 Assets $0
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets $0
Other investment advisers
Clients Fewer than 5 Assets $0
Insurance companies
Clients Fewer than 5 Assets $0
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets $0
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $0

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NH

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
johnelliottwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. John Elliott Wealth Management LLC (CRD 339255): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/john-elliott-wealth-management-llc-new-london-nh-339255