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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CORSETTI, NICOLA, ANGELO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| CORSETTI, NICOLA, ANGELO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| CORSETTI, NICOLA, ANGELO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| CORSETTI, NICOLA, ANGELO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| CORSETTI, NICOLA, ANGELO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| DUENAS, SEBASTIAN, NMN | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| DUENAS, SEBASTIAN, NMN | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| DUENAS, SEBASTIAN, NMN | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| DUENAS, SEBASTIAN, NMN | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| DUENAS, SEBASTIAN, NMN | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO | NA | Control |
| HEIN, BENJAMIN, ENGLERT | I | ADMINISTRATIVE & EXECUTIVE MANAGER, PRESIDENT, CIO, AND CCO | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| JEPHSON, IV, JOHN HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER | NA | Control |
| SALZEDO NAVARRO, CARLOS | I | CHIEF COMPLIANCE OFFICER/ADMINISTRATIVE AND EXECUTIVE MANAGER/PARTNER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | NA | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | FE | OWNER | E | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| BAILON, JULIO, NMN | I | CHIEF COMPLIANCE OFFICER, OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| MADUENO BAILON, NOVA | I | OWNER | D | Control |
| JEPHSON, JOHN, HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | B | Control |
| JEPHSON, JOHN, HASTINGS | I | ADMINISTRATIVE & EXECUTIVE MANAGER; PARTNER | B | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | B | Control |
| STEWART, JAIME, FRANCISCO | I | ADMINISTRATIVE & EXECUTIVE MANAGER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| Hoar, James, Burnard | I | JABUHO TRUST | F | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CHY HOLDINGS, LTD (BVI) | FE | CLAIRMONT ADVISORS HOLDINGS LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| CLAIRMONT PARTNERS, LTD (BVI) | FE | CHY HOLDINGS, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | E | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| Evans, Miles, Hywel | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| FRANCES FINANCIAL TRADING, LTD (BVI) | FE | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | C | Control |
| JABUHO TRUST | FE | FRANCES FINANCIAL TRADING, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| JEPHSON, JOHN, HASTINGS | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
| STEWART, JAIME, FRANCISCO | I | CLAIRMONT PARTNERS, LTD (BVI) | C | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (3)
FL MA MI
Address
2665 SOUTH BAYSHORE DRIVESUITE 430
COCONUT GROVE, FL 33133
United States
Phone: 305-882-9240