ELE Wealth Solutions, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
38931
Registered since
September 25, 1995

Firm profile

FINTRX

Overview

ELE Wealth Solutions, Inc. is recorded as a corporation that has been SEC-registered since 1995 and is owned by an individual. FINTRX classifies the firm as "Unclassified." The profile indicates the firm is not a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not provide detail on the firm’s client segments, fee schedule, specific business lines, or the nature of its advisory services. That absence of operational detail makes it difficult to characterize the firm’s target clientele or service model from the provided records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Tammie Parran

    Tammie Parran

    Chief Financial OfficerCRD 4466243

  • Ellis Liddell

    Ellis Liddell

    CEO & CCOCRD 1035964

Contacts

3 of 14
  • Robert Vitale

    Registered RepresentativeCRD 2332412

  • Sharon Sykes

    Sharon Sykes

    Registered RepresentativeCRD 1334948

  • Linda Hilbert

    Linda Hilbert

    Senior Vice PresidentCRD 4005696

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
18700 W 10 Mile Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth