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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ELAN WEALTH MANAGEMENT, L.L.C.

CRD 144851

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:6509f437-d2c8-46a3-8a36-8032648bb25b

Data as of Apr 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 17
On other graphs: 0
Observed: Feb 27, 2012 to Apr 16, 2024
12 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $135MItem 5.F on the latest filing (2024-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $135M
Private client RAUM: $134MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 412
Individual clients: 57
High net worth clients: 29
SEC number: 801-124808
CRD: 144851
Filings on the tape: 12
First filed: Feb 27, 2012
Latest filed: Apr 16, 2024
Organised: Limited Liability Company, North Carolina
Website: elanwealthmanagement.com

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
FREEDOM STREET PARTNERS LLC	Owner	E	yes	06/2023	Feb 29, 2024	Apr 16, 2024
FSP ENTERPRISE LLC	Owner	E	yes	12/2023	Jan 3, 2024	Apr 16, 2024
HARK, KIRSTIN, LYNN	CHIEF COMPLIANCE OFFICER AND DIRECTOR OF FINANCIAL PLANNING	Na	yes	12/2023	Dec 15, 2023	Apr 16, 2024
STEWARD PARTNERS HOLDINGS, LLC	Owner	E	yes	12/2023	Jan 3, 2024	Apr 16, 2024
STEWARD PARTNERS MANAGEMENT HOLDINGS, LLC	Owner	D	yes	12/2023	Jan 3, 2024	Apr 16, 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
STEWARD PARTNERS INVESTMENT ADVISORY, LLC	n/a	Bd affiliated wealth	$37B	N	yes	n/a
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC	n/a	Former SEC adviser	$991M	N	yes	n/a
STEWARD PARTNERS GLOBAL ADVISORY, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
VIRGINIA BEACH	Va	United States	2	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 29, 2024	$135M	$135M	4	3	1	n/a	n/a
2022	Mar 10, 2023	$113M	$113M	2	1	0	n/a	n/a
2011	Feb 27, 2012	$47.8M	$47.2M	n/a	n/a	n/a	n/a	n/a

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
2023	$135M	$113M	18.9%	n/a	n/a	4	2	1	0

Relationships

Affiliated with (5)

← STEWARD PARTNERS INVESTMENT ADVISORY, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ STEWARD PARTNERS INVESTMENT ADVISORY, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MONACO CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← HARK, KIRSTIN, LYNNOwnerCHIEF COMPLIANCE OFFICER AND DIRECTOR OF FINANCIAL PLANNING, ownership code NA, individual
Dec 15, 2023 to presentfactForm ADV
← FREEDOM STREET PARTNERS LLCOwnerOWNER, ownership code E, domestic entity
Feb 29, 2024 to presentfactForm ADV
← FSP ENTERPRISE LLCOwnerOWNER, ownership code E, domestic entity
Jan 3, 2024 to presentfactForm ADV
← STEWARD PARTNERS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jan 3, 2024 to presentfactForm ADV
← STEWARD PARTNERS MANAGEMENT HOLDINGS, LLCOwnerOWNER, ownership code D, domestic entity
Jan 3, 2024 to presentfactForm ADV

Registered with (8)

← Kirstin Lynn HarkAdvisorregistration: previous registration
Dec 8, 2023 to Mar 18, 2025factForm ADV
← TIMOTHY PAUL PORTELANCEAdvisorregistration: previous registration
Mar 24, 2024 to Jan 28, 2025factForm ADV
← Courtney Heath WilliamsAdvisorregistration: previous registration
Mar 24, 2024 to Jan 28, 2025factForm ADV
← ANDREW CHRISTOPHER GREGORYAdvisorregistration: previous registration
Dec 8, 2023 to Jan 28, 2025factForm ADV
← REED ANTHONY SLOATAdvisorregistration: previous registration
Apr 9, 2024 to Jan 28, 2025factForm ADV
← MARGARET NEWELL WILEYAdvisorregistration: previous registration
Apr 9, 2024 to Jan 28, 2025factForm ADV
← JEFFREY PAUL WHITESIDEAdvisorregistration: previous registration
Mar 24, 2024 to Jan 28, 2025factForm ADV
← RYAN NATHANIEL RUSSOAdvisorregistration: previous registration
Mar 24, 2024 to Jan 28, 2025factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Elan Wealth Management, L.L.C. no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $135.0M)
Form ADVobserved 5 days ago
$135M
Occurred
Mar 18, 2025
Advisor changed firm
Kirstin Lynn Hark left Elan Wealth Management, L.L.C. for Monaco Capital Management, Llc (registered 2023-12-19)
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor departed, no destination yet
Reed Anthony Sloat no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor departed, no destination yet
Margaret Newell Wiley no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor changed firm
Ryan Nathaniel Russo left Elan Wealth Management, L.L.C. for Wells Fargo Advisors (registered 2026-04-09)
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor changed firm
Timothy Paul Portelance left Elan Wealth Management, L.L.C. for Steward Partners Investment Advisory, Llc (registered 2024-04-14)
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor departed, no destination yet
Jeffrey Paul Whiteside no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jan 28, 2025
Advisor departed, no destination yet
Courtney Heath Williams no longer registered at Elan Wealth Management, L.L.C.; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person left
Wayne Scott Danner (Control Member) no longer on Schedule A of Elan Wealth Management, L.L.C. (listed 2023-12-20, absent 2024-01-03)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2024
Control person left
Christopher Andrew Gregory (Member) no longer on Schedule A of Elan Wealth Management, L.L.C. (listed 2023-12-20, absent 2024-01-03)
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
Control person joined
Lynn Kirstin Hark (Chief Compliance Officer) appeared on Schedule A of Elan Wealth Management, L.L.C.
Form ADVobserved 5 days ago
Occurred
Dec 15, 2023
Control person left
Lee Kirstin Hark (Chief Compliance Officer) no longer on Schedule A of Elan Wealth Management, L.L.C. (listed 2023-12-14, absent 2023-12-15)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2023
Control person left
Dawn Sharon Elliott (Managing Member / Chief Compliance Officer) no longer on Schedule A of Elan Wealth Management, L.L.C. (listed 2023-03-10, absent 2023-09-01)
Form ADVobserved 5 days ago
Occurred
Sep 1, 2023
Control person joined
Wayne Scott Danner (Control Member) appeared on Schedule A of Elan Wealth Management, L.L.C.
Form ADVobserved 5 days ago
Occurred
Sep 1, 2023
Control person joined
Christopher Andrew Gregory (Member) appeared on Schedule A of Elan Wealth Management, L.L.C.
Form ADVobserved 5 days ago
Occurred
Sep 1, 2023
Control person joined
Lee Andrea Mcmurran (Chief Compliance Officer) appeared on Schedule A of Elan Wealth Management, L.L.C.
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
First Form ADV filing
Elan Wealth Management, L.L.C. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6509f437-d2c8-46a3-8a36-8032648bb25b
First observed: Feb 27, 2012
Last observed: Apr 16, 2024 29 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.

ELAN WEALTH MANAGEMENT, L.L.C.

CRD 144851

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:6509f437-d2c8-46a3-8a36-8032648bb25b

Data as of Apr 16, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREEDOM STREET PARTNERS LLC

Owner

yes

06/2023

Feb 29, 2024

Apr 16, 2024

FSP ENTERPRISE LLC

Owner

yes

12/2023

Jan 3, 2024

Apr 16, 2024

HARK, KIRSTIN, LYNN

CHIEF COMPLIANCE OFFICER AND DIRECTOR OF FINANCIAL PLANNING

yes

12/2023

Dec 15, 2023

Apr 16, 2024

STEWARD PARTNERS HOLDINGS, LLC

Owner

yes

12/2023

Jan 3, 2024

Apr 16, 2024

STEWARD PARTNERS MANAGEMENT HOLDINGS, LLC

Owner

yes

12/2023

Jan 3, 2024

Apr 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

n/a

Bd affiliated wealth

$37B

yes

n/a

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

n/a

Former SEC adviser

$991M

yes

n/a

STEWARD PARTNERS GLOBAL ADVISORY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

VIRGINIA BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 29, 2024

$135M

n/a

2022

Mar 10, 2023

$113M

n/a

2011

Feb 27, 2012

$47.8M

$47.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$135M

$113M

18.9%

n/a