EKANTA WEALTH ADVISORS LLC
CRD #282031 SEC #801-115217 COCONUT GROVE, FL 305-882-9240
SEC Registered
Total AUM
$283.4M
Discretionary
$0
Employees
7
Clients
--
Accounts
46
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $283.4M | $0 | $283.4M | 7 | 0 |
| Mar 2024 | $233.6M | $0 | $233.6M | 7 | 0 |
| Sep 2023 | $211.2M | $0 | $211.2M | 4 | 38 |
| Aug 2023 | $211.2M | $0 | $211.2M | 4 | 38 |
| Feb 2023 | $211.2M | $0 | $211.2M | 4 | 38 |
| Jun 2022 | $215M | $0 | $215M | 4 | 0 |
| Feb 2022 | $116M | $0 | $116M | 4 | 0 |
| Jan 2022 | $116M | $0 | $116M | 4 | 0 |
| Jun 2021 | $92.7M | $0 | $92.7M | 3 | 7 |
| May 2021 | $66.7M | $0 | $66.7M | 3 | 7 |
| Mar 2021 | $66.7M | $0 | $66.7M | 3 | 7 |
| Jul 2020 | $207.6M | $92.9M | $114.7M | 3 | 4 |
| Jul 2020 | $207.6M | $92.9M | $114.7M | 10 | 4 |
| May 2020 | $207.6M | $92.9M | $114.7M | 10 | 4 |
| Mar 2020 | $207.6M | $92.9M | $114.7M | 10 | 4 |
| May 2019 | $112.1M | $63.9M | $48.1M | 7 | 1 |
| Apr 2019 | $112.1M | $63.9M | $48.1M | 7 | 1 |
DateFeb 2025
Total AUM$283.4M
Discretionary$0
Non-Disc.$283.4M
Employees7
Clients0
DateMar 2024
Total AUM$233.6M
Discretionary$0
Non-Disc.$233.6M
Employees7
Clients0
DateSep 2023
Total AUM$211.2M
Discretionary$0
Non-Disc.$211.2M
Employees4
Clients38
DateAug 2023
Total AUM$211.2M
Discretionary$0
Non-Disc.$211.2M
Employees4
Clients38
DateFeb 2023
Total AUM$211.2M
Discretionary$0
Non-Disc.$211.2M
Employees4
Clients38
DateJun 2022
Total AUM$215M
Discretionary$0
Non-Disc.$215M
Employees4
Clients0
DateFeb 2022
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateJan 2022
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateJun 2021
Total AUM$92.7M
Discretionary$0
Non-Disc.$92.7M
Employees3
Clients7
DateMay 2021
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees3
Clients7
DateMar 2021
Total AUM$66.7M
Discretionary$0
Non-Disc.$66.7M
Employees3
Clients7
DateJul 2020
Total AUM$207.6M
Discretionary$92.9M
Non-Disc.$114.7M
Employees3
Clients4
DateJul 2020
Total AUM$207.6M
Discretionary$92.9M
Non-Disc.$114.7M
Employees10
Clients4
DateMay 2020
Total AUM$207.6M
Discretionary$92.9M
Non-Disc.$114.7M
Employees10
Clients4
DateMar 2020
Total AUM$207.6M
Discretionary$92.9M
Non-Disc.$114.7M
Employees10
Clients4
DateMay 2019
Total AUM$112.1M
Discretionary$63.9M
Non-Disc.$48.1M
Employees7
Clients1
DateApr 2019
Total AUM$112.1M
Discretionary$63.9M
Non-Disc.$48.1M
Employees7
Clients1