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ELLEVEST

ELLEVEST, INC.

CRD 175476 · SEC 801-106683

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228 PARK AVE S, PMB 94934, NEW YORK, NY, 10003, United States

Phone

844-355-7100

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.13B

Discretionary AUM

$1.13B

Team

19 total employees; 13 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; FINANCIAL PLANNING WORKSHOPS; 1:1 CONSULTING

Org form

Corporation

Filing date

2026-06-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals100$93.4M
High net worth individuals371$1.01B

States served

VT, AZ, CA, CO, DC, GA, IL, ME, MD, MA, MI, MN, NJ, NY, NC, OH, OR, PA, SC, UT, VA, WI, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD