Ellis Wealth Advisors, LLC

Ellis Wealth Advisors, LLC (CRD# 153024) is a financial advisory firm headquartered in , . They manage $4,692,525 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $293,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

IL

Financial Advisors at Ellis Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert K. Ellis
CRD#: 871521
Chicago, IL 60610
106
Wealthminder
score

Robert Ellis (CRD# 871521) is an Investment Advisor Representative working at Ellis Wealth Advisors, LLC in Chicago, IL and has over 30 years of experience in the finance industry.

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