Ell Wess Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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.
$0 - $500,000: 1.5% $500,000.01 - $1,000,000: 1% $1,000,000.01+: 0.5%
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.
Hourly financial planning fees range from $300 to $750 per hour.
Wealth Creator program paid monthly at $2,000; Wealth Management $4,000/month; Virtual Family Office $7,000/month; Support Mode $1,000/month.
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
1201 West Peachtree St. NW, Suite 2300
Atlanta GA 30309
Advisors at this office
2
Most active in
Georgia
Also doing business as
Ell Wess Advisors · Ell Wess Advisors, 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
Advisors at this firm
Anthony L
Series 63, Series 65, Series 66
Atlanta, GA
Ell Wess Advisors
Anthony Lawal is a financial advisor with Ell Wess Advisors in Atlanta, GA, holding Series 63, Series 65, and Series 66 licenses and two years of industry experience. His prior roles include positions 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 with a focus on financial planning and discretionary portfolio management. The firm uses fundamental analysis and a combination of long- and short-term investment strategies, offering programmatic fixed-fee services alongside asset-based management for a small, high-touch client base.
La Vaisha D
Series 65
Atlanta, GA
Ell Wess Advisors
La Vaisha Davis is a financial advisor at Ell Wess Advisors in Atlanta, GA, with three years of industry experience and a Series 65 credential. Her prior experience includes roles at Compass Retirement Group and Ell Wess Financial Services. She also works as an independent insurance agent, earning commissions from policy sales. Ell Wess Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with a small client base managing approximately $5.9 million in assets. The firm offers financial planning and portfolio management through programmatic, fixed-fee offerings and discretionary portfolio management using fundamental analysis and a combination of long- and short-term investment strategies.
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