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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

EKANTA WEALTH ADVISORS LLC

CRD 282031

COCONUT GROVE, FL

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:a365b8d7-2d96-2867-8e3e-79e6ffc1ac3c

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 14
On other graphs: 1
Observed: Apr 3, 2019 to Mar 23, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Ekanta Wealth Advisors LLC

Family office · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.25 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $307MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $77.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 25%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $153Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 52
High net worth clients: 16
SEC number: 801-115217
CRD: 282031
Filings on the tape: 20
First filed: Apr 3, 2019
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, DE

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
Elisa M Robbin	n/a	COCONUT GROVE, FL	2	15	n/a	no
ALEJANDRA AYMES	n/a	COCONUT GROVE, FL	0	10	n/a	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
BAILON, JULIO, NMN	CHIEF COMPLIANCE OFFICER	D	yes	02/2022	Feb 9, 2022	Mar 22, 2024
MADUENO BAILON, NOVA	Owner	D	yes	01/2000	Jun 1, 2022	Mar 22, 2024

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
2025	Mar 23, 2026	$307M	$0	7	1	0	n/a	n/a
2024	Feb 14, 2025	$283M	$0	7	1	0	n/a	n/a
2023	Mar 22, 2024	$234M	$0	7	1	0	n/a	n/a
2022	Feb 8, 2023	$211M	$0	4	1	0	n/a	n/a
2021	Jan 21, 2022	$116M	$0	4	3	1	n/a	n/a
2020	Mar 29, 2021	$66.7M	$0	3	3	1	n/a	n/a
2019	Mar 13, 2020	$208M	$92.9M	10	10	4	2	$43.5M

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
0	0	0	0.0%	0	0	0	0	0

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	$307M	$283M	8.2%	$211M	13.2%	7	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OCTOGONE NA	2	Jul 31, 2020	Aug 10, 2020	COCONUT GROVE, FL	Team lift out	Other	66.7%

Relationships

Registered with (5)

← ALEJANDRA AYMESAdvisorregistration: current employment
Oct 14, 2025 to presentfactForm ADV
← Elisa M RobbinAdvisorregistration: current employment
Sep 12, 2024 to presentfactForm ADV
← Carlos Alberto Salzedo NavarroAdvisorregistration: previous registration
May 7, 2019 to Feb 8, 2022factForm ADV
← BENJAMIN ENGLERT HEINAdvisorregistration: previous registration
Mar 30, 2016 to Jul 31, 2020factForm ADV
← ANITA BUSTOSAdvisorregistration: previous registration
May 7, 2019 to Jul 31, 2020factForm ADV

Controls (2)

← MADUENO BAILON, NOVAOwnerOWNER, ownership code D, individual
Jun 1, 2022 to Mar 22, 2024factForm ADV
← BAILON, JULIO, NMNOwnerCHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 9, 2022 to Mar 22, 2024factForm ADV

Moved with (1)

→ OCTOGONE NARegistered adviser2 advisors, team lift out, same day
Jul 31, 2020 to Aug 10, 2020factForm ADV

Dated events

Occurred
Jun 1, 2022
Control person joined
Nova Madueno Bailon (Owner) appeared on Schedule A of Ekanta Wealth Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jun 1, 2022
Control person left
Hastings John Jephson (Administrative & Executive Manager; Partner) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2022-02-09, absent 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2022
Control person left
Francisco Jaime Stewart (Administrative & Executive Manager) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2022-02-09, absent 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2022
Control person left
Burnard James Hoar (Trustee) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2022-02-09, absent 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2022
Control person left
Hywel Miles Evans (Shareholder) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2022-02-09, absent 2022-06-01)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2022
Control person left
Carlos Salzedo Navarro (Chief Compliance Officer/Administrative And Executive Manager/Partner) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2022-01-21, absent 2022-02-09)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2022
Control person joined
Nmn Julio Bailon (Chief Compliance Officer) appeared on Schedule A of Ekanta Wealth Advisors Llc
Form ADVobserved 5 days ago
Occurred
Feb 8, 2022
Advisor changed firm
Carlos Alberto Salzedo Navarro left Ekanta Wealth Advisors Llc for J.P. Morgan Securities Llc (registered 2022-02-28)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Ekanta Wealth Advisors Llc reported RAUM $66.7M, down 68% from $207.6M (2020-07-31 to 2021-03-29)
Form ADVobserved 5 days ago
$-141M
Occurred
Jul 31, 2020
Control person left
Englert Benjamin Hein (Administrative & Executive Manager, President, Cio) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2020-07-02, absent 2020-07-31)
Form ADVobserved 5 days ago
Occurred
Jul 2, 2020
Control person joined
Carlos Salzedo Navarro (Chief Compliance Officer/Administrative And Executive Manager) appeared on Schedule A of Ekanta Wealth Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jul 2, 2020
Control person left
Nmn Sebastian Duenas (Administrative & Executive Manager) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2020-05-20, absent 2020-07-02)
Form ADVobserved 5 days ago
Occurred
Jul 2, 2020
Control person left
Angelo Nicola Corsetti (Administrative & Executive Manager) no longer on Schedule A of Ekanta Wealth Advisors Llc (listed 2020-05-20, absent 2020-07-02)
Form ADVobserved 5 days ago
Occurred
Apr 3, 2019
First Form ADV filing
Clairmont Investment Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a365b8d7-2d96-2867-8e3e-79e6ffc1ac3c
First observed: Apr 3, 2019
Last observed: Mar 23, 2026 6 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.

EKANTA WEALTH ADVISORS LLC

CRD 282031

COCONUT GROVE, FL

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:a365b8d7-2d96-2867-8e3e-79e6ffc1ac3c

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Elisa M Robbin

n/a

COCONUT GROVE, FL

n/a

ALEJANDRA AYMES

n/a

COCONUT GROVE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAILON, JULIO, NMN

CHIEF COMPLIANCE OFFICER

yes

02/2022

Feb 9, 2022

Mar 22, 2024

MADUENO BAILON, NOVA

Owner

yes

01/2000

Jun 1, 2022

Mar 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$307M

n/a

2024

Feb 14, 2025

$283M

n/a

2023

Mar 22, 2024

$234M

n/a

2022

Feb 8, 2023

$211M

n/a

2021

Jan 21, 2022

$116M

n/a

2020

Mar 29, 2021

$66.7M

n/a

2019

Mar 13, 2020

$208M

$92.9M

$43.5M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$307M

$283M

8.2%

$211M

13.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OCTOGONE NA

Jul 31, 2020

Aug 10, 2020

COCONUT GROVE, FL

Team lift out

Other

66.7%