ELL WESS ADVISORS

Overview

ELL Wess Advisors is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individualized financial planning and discretionary portfolio management for individuals and small businesses. Its investment posture leans toward equities as the primary building block of client portfolios, with a preference for exchange-traded instruments and mutual funds to implement core exposures. Fee arrangements combine a percentage of assets under management with the option for fixed fees, allowing flexibility for different client relationships. ELL Wess Advisors does not position itself as a multi-state adviser or a pension consultant and is not identified as an active ESG investor. The practice appears to be boutique in scale and service model: small client base, direct engagement with clients, and discretionary management across most of its assets. Custody and trading appear consolidated through a single modern custodian, which supports streamlined account administration for a compact book of business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices