Elan Wealth Management, LLC
Elan Wealth Management, LLC (CRD# 144851) is a financial advisory firm headquartered in , . They manage $134,975,700 in 412 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management135MILLION
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Total Number of Accounts412ACCOUNTS
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Average Account Value$327,611
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NC, TX, VA
Sharon Elliott (CRD# 4335421) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Southern Shores, NC and has over 23 years of experience in the finance industry.
Andrew Gregory (CRD# 5192163) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Southern Shores, NC and has over 17 years of experience in the finance industry.
Timothy Portelance (CRD# 2227106) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.
Ryan Russo (CRD# 6564538) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Chesapeake, VA and has over 8 years of experience in the finance industry.
Reed Sloat (CRD# 5654701) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Chesapeake, VA and has over 15 years of experience in the finance industry.
Margaret Wiley (CRD# 5681782) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Suffolk, VA and has over 14 years of experience in the finance industry.
Courtney Williams (CRD# 4875567) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.