Ellis Wealth Advisors, LLC

Overview

Ellis Wealth Advisors, LLC is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm combines insurance brokerage with advisory services, offering financial planning and portfolio management for individuals, small businesses, and institutional or business clients. It is classified as an unclassified adviser in FINTRX and is not listed as a multi-state adviser, pension consultant, related adviser, or capital allocator. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor. FINTRX lists its primary advisory activities as financial planning and discretionary portfolio management across individual and business client types.

Assets & Accounts

Investments & Alternatives