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Building 2ELAN WEALTH MANAGEMENT, L.L.C.

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Phone(252) 255-1700
NotebookSEC #801-124808
Total AUM
$135M
Employees
4
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(252) 255-1700
Other Offices
1

ReceiptFinancials

Total AUM
$135M
Accounts
412
Discretionary
$135M
Accounts
412
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$25.5M
HNW Individual Clients
29
AUM
$108.3M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
FLNCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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