ELL Wess Advisors

Overview

ELL Wess Advisors is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation mixes asset-based fees and fixed fees. It does not identify as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator to external managers in a primary capacity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices