Elan Wealth Management, LLC

Elan Wealth Management, LLC (CRD# 144851) is a financial advisory firm headquartered in Harbinger, NC. They manage $86,456,714 in 404 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $214,002
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX, VA

Financial Advisors at Elan Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sharon D. Elliott
CRD#: 4335421
Homosassa, FL
71
Wealthminder
score

Sharon Elliott (CRD# 4335421) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Homosassa, FL and has over 15 years of experience in the finance industry. Sharon Elliott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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