Ekanta Wealth Advisors Llc
- Regulatory AUM
- $307M
- Discretionary
- $0
- Clients
- 52
- Avg AUM / client
- $5.9M
- Accounts
- 52
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 16 | $77.3M | 25.2% |
| Corporations and other businesses | 36 | $229M | 74.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Madueno Bailon, Nova | Owner | Jan 2000 (27y) | 50% – 75% | |
| Bailon, Julio, Nmn | Chief Compliance Officer | Feb 2022 (5y) | 50% – 75% | |
| Elisa M Robbin | Registered representative | Sep 2024 (2y) | ||
| Alejandra Aymes | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Efg Capital International Corp. $107M (35% of AUM) Mar 2026
- Efg Bank Ag $77.1M (25% of AUM) Mar 2026
- Credit Suisse Securities (Usa) Llc $66.4M (31% of AUM) Sep 2023
- Credicorp Capital Llc $32.1M (10% of AUM) Mar 2026
- Pershing $30.6M (13% of AUM) Mar 2024
- Citibank $28.9M (14% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗