DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELE ADVISORY SERVICES, INC

CRD 148228

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5704e246-5f57-d458-4ce3-86d72e92df0d

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 5
On other graphs: 0
Observed: Sep 5, 2019 to Jul 13, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=8.0
Regulatory AUM: $137MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $134MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $10.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 12
Offices: 9Schedule D 1.F, beyond the principal office
Accounts: 1,544
Individual clients: 1,124
High net worth clients: 19
SEC number: 801-117442
CRD: 148228
Filings on the tape: 48
First filed: Sep 5, 2019
Latest filed: Jul 13, 2026
Organised: Corporation, MI
Website: elewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELLIS NUROGAR LIDDELL	n/a	SOUTHFIELD, MI	15	27	7	yes
TAMMIE MOORE PARRAN	n/a	SOUTHFIELD, MI \| Brookshire, TX	15	25	4	yes
BRADLEY KIRK MAPLES	Certified Financial Planner	Evanston, WY \| SOUTHFIELD, MI	9	13	2	yes
SHARON ELAINE SYKES	Certified Financial Planner	Glenpool, OK \| SOUTHFIELD, MI	6	16	4	yes
Craig Arnold Sorenson	n/a	SOUTHFIELD, MI \| Centennial, CO	6	67	8	yes
Steven Kim Mitchell	n/a	SOUTHFIELD, MI \| Phoenix, AZ	6	22	6	yes
Bardette Hicks	n/a	SOUTHFIELD, MI	5	49	1	yes
MARCELLE GORDON	n/a	SOUTHFIELD, MI	5	23	6	yes
Ellis Nurogar Liddell	n/a	Marietta, GA \| SOUTHFIELD, MI	5	10	n/a	yes
ALLAN ROGER LEFFLER	n/a	SOUTHFIELD, MI \| Trinity, FL	4	43	n/a	no
Kelly Kay Larson	n/a	SOUTHFIELD, MI \| Peachtree City, GA	2	11	n/a	no
Stephan Benjamin Dickens-Greenaway	n/a	SOUTHFIELD, MI \| Centennial, CO	2	16	n/a	no
JESSICA LOUISE SMITH	n/a	SOUTHFIELD, MI \| Southfield, MI	0	21	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LIDDELL, ELLIS, NUROGAR	CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	E	yes	12/2010	Sep 5, 2019	Jul 18, 2024
PARRAN, TAMMIE, MOORE	CHIEF FINANCIAL OFFICER	Na	yes	08/2011	Sep 5, 2019	Jul 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ELE WEALTH MANAGEMENT INC	n/a	n/a	n/a	N	yes	n/a
ELE WEALTH SOLUTIONS, INC.	n/a	n/a	n/a	Y	yes	n/a
TAMMIE MOORE PARRAN	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WASHINGTON TERRACE	Ut	United States	3	yes
Centennial	Co	United States	2	yes
BROKEN ARROW	Ok	United States	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$137M	$0	13	13	9	n/a	n/a
2024	Apr 6, 2025	$126M	$0	14	14	9	n/a	n/a
2023	Mar 26, 2024	$99.9M	$0	11	11	9	n/a	n/a
2022	Apr 3, 2023	$93.2M	$0	10	10	9	n/a	n/a
2021	Mar 28, 2022	$106M	$0	8	8	6	n/a	n/a
2020	Mar 19, 2021	$122M	$122M	9	9	4	n/a	n/a
2019	Mar 19, 2020	$115M	$115M	4	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$137M	$126M	8.8%	$93.2M	13.6%	12	14	9	9

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IP FINANCIAL ADVISORY SERVICES LLC	3	Feb 24, 2020	Feb 26, 2020	CHARLOTTE, NC	Team lift out	RIA to RIA	11.1%

Relationships

Registered with (22)

← JESSICA LOUISE SMITHAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← Stephan Benjamin Dickens-GreenawayAdvisorregistration: current employment
Mar 6, 2024 to presentfactForm ADV
← Kelly Kay LarsonAdvisorregistration: current employment
Nov 22, 2023 to presentfactForm ADV
← ALLAN ROGER LEFFLERAdvisorregistration: current employment
Apr 27, 2022 to presentfactForm ADV
← Ellis Nurogar LiddellAdvisorregistration: current employment
Aug 23, 2021 to presentfactForm ADV
← MARCELLE GORDONAdvisorregistration: previous registration
Apr 26, 2011 to Nov 5, 2019factForm ADV
← Bardette HicksAdvisorregistration: current employment
Jan 13, 2021 to presentfactForm ADV
← Craig Arnold SorensonAdvisorregistration: current employment
Feb 26, 2020 to presentfactForm ADV
← Steven Kim MitchellAdvisorregistration: current employment
Feb 26, 2020 to presentfactForm ADV
← SHARON ELAINE SYKESAdvisorregistration: current employment
Feb 25, 2020 to presentfactForm ADV
← BRADLEY KIRK MAPLESAdvisorregistration: current employment
Nov 16, 2016 to presentfactForm ADV
← TAMMIE MOORE PARRANAdvisorregistration: current employment
Apr 26, 2011 to presentfactForm ADV
← ELLIS NUROGAR LIDDELLAdvisorregistration: current employment
Apr 14, 2011 to presentfactForm ADV
← Andre' Dericko BellAdvisorregistration: previous registration
Feb 10, 2025 to Mar 3, 2026factForm ADV
← JEFFREY BRANT OWENSAdvisorregistration: previous registration
Jan 2, 2019 to Mar 22, 2021factForm ADV
← Wendy P. SimmonsAdvisorregistration: previous registration
Feb 12, 2018 to Feb 3, 2020factForm ADV
← JEFFREY M GAPINSKIAdvisorregistration: previous registration
Nov 9, 2016 to Sep 19, 2019factForm ADV
← BRENDA MARIE OLDHAMAdvisorregistration: previous registration
Mar 24, 2017 to Jan 31, 2019factForm ADV
← MICHAEL PATRICK FEENEYAdvisorregistration: previous registration
Jul 21, 2017 to Dec 31, 2018factForm ADV
← Robert KenonAdvisorregistration: previous registration
Jan 9, 2018 to Jul 11, 2018factForm ADV
← ROBERT ALAN MINASIANAdvisorregistration: previous registration
Dec 15, 2015 to Oct 7, 2016factForm ADV
← SHELBY HOFFMAN SABERONAdvisorregistration: previous registration
Oct 22, 2014 to Dec 17, 2014factForm ADV

Controls (2)

← LIDDELL, ELLIS, NUROGAROwnerCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 5, 2019 to Jul 18, 2024factForm ADV
← PARRAN, TAMMIE, MOOREOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 5, 2019 to Jul 18, 2024factForm ADV

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
Andre' Dericko Bell left Ele Advisory Services, Inc for Lincoln Investment (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
Feb 3, 2020
Control person left
P Wendy Simmons (Chief Compliance Officer) no longer on Schedule A of Ele Advisory Services, Inc (listed 2020-01-21, absent 2020-02-03)
Form ADVobserved 4 days ago
Occurred
Nov 4, 2019
Control person left
Ann Marcelle Gordon (Chief Compliance Officer) no longer on Schedule A of Ele Advisory Services, Inc (listed 2019-10-31, absent 2019-11-04)
Form ADVobserved 4 days ago
Occurred
Nov 4, 2019
Control person joined
P Wendy Simmons (Chief Compliance Officer) appeared on Schedule A of Ele Advisory Services, Inc
Form ADVobserved 4 days ago
Occurred
Sep 5, 2019
First Form ADV filing
Ele Advisory Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5704e246-5f57-d458-4ce3-86d72e92df0d
First observed: Sep 5, 2019
Last observed: Jul 13, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELE ADVISORY SERVICES, INC

CRD 148228

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5704e246-5f57-d458-4ce3-86d72e92df0d

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELLIS NUROGAR LIDDELL

n/a

SOUTHFIELD, MI

yes

TAMMIE MOORE PARRAN

n/a

SOUTHFIELD, MI | Brookshire, TX

yes

BRADLEY KIRK MAPLES

Certified Financial Planner

Evanston, WY | SOUTHFIELD, MI

yes

SHARON ELAINE SYKES

Certified Financial Planner

Glenpool, OK | SOUTHFIELD, MI

yes

Craig Arnold Sorenson

n/a

SOUTHFIELD, MI | Centennial, CO

yes

Steven Kim Mitchell

n/a

SOUTHFIELD, MI | Phoenix, AZ

yes

Bardette Hicks

n/a

SOUTHFIELD, MI

yes

MARCELLE GORDON

n/a

SOUTHFIELD, MI

yes

Ellis Nurogar Liddell

n/a

Marietta, GA | SOUTHFIELD, MI

n/a

yes

ALLAN ROGER LEFFLER

n/a

SOUTHFIELD, MI | Trinity, FL

n/a

Kelly Kay Larson

n/a

SOUTHFIELD, MI | Peachtree City, GA

n/a

Stephan Benjamin Dickens-Greenaway

n/a

SOUTHFIELD, MI | Centennial, CO

n/a

JESSICA LOUISE SMITH

n/a

SOUTHFIELD, MI | Southfield, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LIDDELL, ELLIS, NUROGAR

CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

12/2010

Sep 5, 2019

Jul 18, 2024

PARRAN, TAMMIE, MOORE

CHIEF FINANCIAL OFFICER

yes

08/2011

Sep 5, 2019

Jul 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ELE WEALTH MANAGEMENT INC

n/a

yes

n/a

ELE WEALTH SOLUTIONS, INC.

n/a

yes

n/a

TAMMIE MOORE PARRAN

n/a

City

State

Country

Employees

Also broker-dealer

WASHINGTON TERRACE

United States

yes

Centennial

United States

yes

BROKEN ARROW

United States

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$137M

n/a

2024

Apr 6, 2025

$126M

n/a

2023

Mar 26, 2024

$99.9M

n/a

2022

Apr 3, 2023

$93.2M

n/a

2021

Mar 28, 2022

$106M

n/a

2020

Mar 19, 2021

$122M

n/a

2019

Mar 19, 2020

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$137M

$126M

8.8%

$93.2M

13.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IP FINANCIAL ADVISORY SERVICES LLC

Feb 24, 2020

Feb 26, 2020

CHARLOTTE, NC

Team lift out

RIA to RIA

11.1%