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Ell Wess Advisors

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Client assets under management

$5,913,963

Clients

10

30% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

5

Very Low

Average account size

$591,396

About

Ell Wess Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations, though the firm currently manages a small client base and approximately $5.9 million in assets. Services include standalone financial planning and ongoing portfolio management, plus structured programs labeled Wealth Creator, Wealth Management, Virtual Family Office, and Support Mode.

The firm documents client objectives and risk tolerances in an Investment Policy Statement and generally provides discretionary portfolio management using fundamental analysis, a mix of long‑ and short‑term purchases, and limited options activity (selling covered calls and buying puts for hedging). EWADV emphasizes coordination with other client advisors, treats cash and cash equivalents as a material allocation (included in assets under management for fee purposes), and requires use of a specified custodian while accommodating some existing accounts at another custodian.

Distinctive features for a firm of this size include programmatic, fixed‑fee offerings aimed at building a family‑office capability (the Wealth Creator curriculum and a month‑to‑month Virtual Family Office) alongside asset‑based investment management, and a small, high‑touch client roster. The firm also discloses an insurance‑sales affiliation and that a principal devotes a material portion of time to insurance activities, a potential conflict of interest it documents and discloses to clients.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees range from $1,000 to $20,000; Wealth Creator fixed fee $24,000 per year; Wealth Management $4,000 per month; Virtual Family Office $7,000 per month; Support Mode $1,000 per month.

Percentage

$0 - $500,000: 1.5% $500,000.01 - $1,000,000: 1% $1,000,000.01+: 0.5%

Commissions

Insurance sales commissions are accepted by a supervised person but are not the firm's primary source of compensation and advisory fees are not reduced by commissions.

Project-based

Hourly financial planning fees range from $300 to $750 per hour.

Subscriptions

Wealth Creator program paid monthly at $2,000; Wealth Management $4,000/month; Virtual Family Office $7,000/month; Support Mode $1,000/month.

Other

Fee-only: Financial planning fees range from $1,000 to $20,000 (fixed fee); hourly fees range from $300 to $750 per hour; Wealth Creator program fixed fee $24,000 per year paid monthly $2,000; Wealth Management monthly fixed fee $4,000; Virtual Family Office monthly fixed fee $7,000; Support Mode monthly fixed fee $1,000.

Main office location

Ell Wess Advisors

1201 West Peachtree St. Nw, Suite 2300

Atlanta GA 30309, United States

Number of offices

1

Most active in

More info

Georgia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

(770) 280-9915

Advisors at this firm

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user avatar

Anthony L

Series 63, Series 65, Series 66

Atlanta, GA

Ell Wess Advisors

Anthony Lawal is a financial advisor at Ell Wess Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses with one year of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Wells Fargo, and E*TRADE Securities LLC. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and coordination with other professional advisors. The firm provides structured programs such as a Wealth Assessment and multi-month wealth coordination services, managing accounts primarily on a discretionary basis with fundamental analysis and asset allocation.

Options & derivatives strategies Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
user avatar

La Vaisha D

Series 65

Atlanta, GA

Ell Wess Advisors

La Vaisha Davis is a Series 65-licensed advisor with Ell Wess Advisors in Atlanta, GA, with three years of industry experience. Her prior experience includes roles at Compass Retirement Group and self-employment, as well as a background at Ell Wess Financial Services. She also works as an independent insurance agent receiving commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations, managing a small client base with approximately $5.9 million in assets. The firm offers financial planning and portfolio management through structured programs like Wealth Creator and Virtual Family Office, using fundamental analysis and discretionary management with emphasis on coordination with other client advisors.

Options & derivatives strategies Wealth management College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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