ELLEVEST, INC.
Legal name: ELLEVEST
CRD #175476 SEC #801-106683 NEW YORK, NY 844-355-7100
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
22
Clients
--
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1B | $1B | $0 | 22 | 0 |
| Oct 2025 | $1B | $1B | $0 | 22 | 0 |
| Mar 2025 | $2.1B | $2.1B | $0 | 59 | 2,571 |
| Dec 2024 | $2.1B | $2.1B | $0 | 106 | 3,000 |
| Jun 2024 | $2.1B | $2.1B | $0 | 106 | 3,000 |
| Feb 2024 | $1.9B | $1.9B | $0 | 104 | 3,000 |
| Mar 2023 | $1.6B | $1.6B | $0 | 108 | 3,000 |
| Dec 2022 | $1.4B | $1.4B | $0 | 119 | 32,715 |
| Sep 2022 | $1.4B | $1.4B | $0 | 119 | 32,715 |
| Mar 2022 | $1.4B | $1.4B | $0 | 119 | 32,715 |
| Feb 2022 | $1.4B | $1.4B | $0 | 119 | 32,715 |
| Jan 2022 | $1B | $1B | $0 | 93 | 33,009 |
| Mar 2021 | $1B | $1B | $0 | 93 | 33,009 |
| Mar 2021 | $1B | $1B | $0 | 93 | 33,009 |
| Mar 2021 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Mar 2021 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Nov 2020 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Sep 2020 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Aug 2020 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Jun 2020 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Jun 2020 | $634.3M | $634.3M | $0 | 111 | 45,583 |
| Mar 2020 | $580.7M | $580.7M | $0 | 111 | 40,397 |
| Aug 2019 | $356.5M | $356.5M | $0 | 82 | 19,066 |
| May 2019 | $283.4M | $283.4M | $0 | 82 | 3,404 |
| Mar 2019 | $283.4M | $283.4M | $0 | 82 | 3,404 |
| Dec 2018 | $191.7M | $191.7M | $0 | 71 | 1,987 |
| Nov 2018 | $191.7M | $191.7M | $0 | 71 | 1,987 |
| Oct 2018 | $191.2M | $191.2M | $0 | 71 | 1,987 |
| Feb 2018 | $91.4M | $91.4M | $0 | 61 | 1,264 |
| Dec 2017 | $67.7M | $67.7M | $0 | 65 | 1,004 |
| Sep 2017 | $54.1M | $54.1M | $0 | 39 | 5,000 |
| Apr 2017 | $25.3M | $25.3M | $0 | 32 | 3,700 |
| Mar 2017 | $9.1M | $9.1M | $0 | 25 | 1,800 |
| Jan 2017 | $9.1M | $9.1M | $0 | 25 | 1,800 |
| May 2016 | $136.2K | $136.2K | $0 | 13 | 1 |
| Mar 2016 | $136.2K | $136.2K | $0 | 13 | 1 |
| Jan 2016 | $0 | $0 | $0 | 10 | 0 |
| Jan 2016 | $0 | $0 | $0 | 10 | 0 |
| Jan 2016 | $0 | $0 | $0 | 10 | 0 |
| Nov 2015 | $0 | $0 | $0 | 10 | 0 |
| Nov 2015 | $0 | $0 | $0 | 10 | 0 |
| Oct 2015 | $0 | $0 | $0 | 10 | 0 |
| Oct 2015 | $0 | $0 | $0 | 10 | 0 |
| Sep 2015 | $0 | $0 | $0 | 10 | 0 |
| Sep 2015 | $0 | $0 | $0 | 10 | 0 |
DateDec 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateOct 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees59
Clients2,571
DateDec 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees106
Clients3,000
DateJun 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees106
Clients3,000
DateFeb 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees104
Clients3,000
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees108
Clients3,000
DateDec 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees119
Clients32,715
DateSep 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees119
Clients32,715
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees119
Clients32,715
DateFeb 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees119
Clients32,715
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees93
Clients33,009
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees93
Clients33,009
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees93
Clients33,009
DateMar 2021
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateMar 2021
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateNov 2020
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateSep 2020
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateAug 2020
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateJun 2020
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateJun 2020
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees111
Clients45,583
DateMar 2020
Total AUM$580.7M
Discretionary$580.7M
Non-Disc.$0
Employees111
Clients40,397
DateAug 2019
Total AUM$356.5M
Discretionary$356.5M
Non-Disc.$0
Employees82
Clients19,066
DateMay 2019
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees82
Clients3,404
DateMar 2019
Total AUM$283.4M
Discretionary$283.4M
Non-Disc.$0
Employees82
Clients3,404
DateDec 2018
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees71
Clients1,987
DateNov 2018
Total AUM$191.7M
Discretionary$191.7M
Non-Disc.$0
Employees71
Clients1,987
DateOct 2018
Total AUM$191.2M
Discretionary$191.2M
Non-Disc.$0
Employees71
Clients1,987
DateFeb 2018
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees61
Clients1,264
DateDec 2017
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees65
Clients1,004
DateSep 2017
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees39
Clients5,000
DateApr 2017
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees32
Clients3,700
DateMar 2017
Total AUM$9.1M
Discretionary$9.1M
Non-Disc.$0
Employees25
Clients1,800
DateJan 2017
Total AUM$9.1M
Discretionary$9.1M
Non-Disc.$0
Employees25
Clients1,800
DateMay 2016
Total AUM$136.2K
Discretionary$136.2K
Non-Disc.$0
Employees13
Clients1
DateMar 2016
Total AUM$136.2K
Discretionary$136.2K
Non-Disc.$0
Employees13
Clients1
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0