Elessar Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elessar Wealth is a newly formed registered investment adviser that provides discretionary and non‑discretionary investment management as well as financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, and business entities. Its services include individual portfolio management and the option to allocate client assets to one or more third‑party managers.
The firm tailors client strategies by developing individualized investment objectives and implementing allocations across individual securities, investment models, or TPM‑managed strategies, with ongoing monitoring and periodic reallocation. For financial planning and consulting, Elessar Wealth offers standalone engagements and may bill on fixed or hourly bases, and it may assess separate fixed or hourly fees for clients with extraordinary planning needs.
Notable features for a firm of this type include the combination of portfolio management for individuals with both fixed‑fee and hourly planning arrangements and a formal process for selecting and regularly evaluating third‑party managers. The firm does not act as a private fund adviser, though it may recommend private or alternative investments on a non‑discretionary basis to eligible clients, and associated persons may offer insurance products in their separate capacities (a potential conflict disclosed in the brochure).
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting can be charged on a fixed fee basis, starting at $3,000.
up to 1.50% annually (negotiable, maximum fee)
Insurance commission-based fees from sale of insurance products (licensed only in Florida, not New York).
Financial planning and consulting can be charged hourly, starting at $300 per hour.
Account minimum: $250,000 Fee-only: Financial planning and consulting fees negotiable; generally start at $3,000 fixed fee or $300 per hour.
Main office
New York NY
Advisors at this office
1
Most active in
New York
Also doing business as
Elessar Wealth · Nrc Toll LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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