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ELLA FINANCIAL ADVISING
ELLA FINANCIAL ADVISING LLC
CRD 307357 · SEC 801-135609
5237 COLLEGE AVENUE, OAKLAND, CA, 94618, United States
Phone
510-324-9487
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.9M
Discretionary AUM
$106.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $5.4M |
| High net worth individuals | 32 | $101.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD