EKANTA WEALTH ADVISORS LLC

EKANTA WEALTH ADVISORS LLC of COCONUT GROVE, FL is an SEC-registered investment adviser (CRD 282031). Regulatory assets under management: $306.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos, Other.

Officers, owners & control persons (12)

NameRoleLocation
Julio Nmn BailonCHIEF COMPLIANCE OFFICER, OWNER—
Nova Madueno BailonOWNER—
HEIN BENJAMIN ENGLERTADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO; ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO—
JEPHSON JOHN HASTINGSADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER; SHAREHOLDER—
STEWART JAIME FRANCISCOADMINISTRATIVE & EXECUTIVE MANAGER; SHAREHOLDER—
Hoar James BurnardTRUSTEE—
Evans Miles HywelSHAREHOLDER—
DUENAS SEBASTIAN NMNADMINISTRATIVE & EXECUTIVE MANAGER—
CORSETTI NICOLA ANGELOADMINISTRATIVE & EXECUTIVE MANAGER—
SALZEDO NAVARRO CARLOSCHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER; CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER/PARTNER—
BAILON JULIO NMNCHIEF COMPLIANCE OFFICER—
MADUENO BAILON NOVAOWNER—

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