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).
Current Firm Details
Elan Wealth Management, LLC
By the Numbers
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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
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, TX, VA
Financial Advisors at Elan Wealth Management, LLC
1
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.
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