A complete list of active advisors currently associated with Ellis Wealth Advisors, LLC

Warmer can help you find a great advisor at Ellis Wealth Advisors, LLC or one who fits your needs even better.

Ellis Wealth Advisors, LLC is an SEC-registered investment adviser managing about $155 million for roughly 165 clients with a two-advisor team. The firm provides discretionary portfolio management and integrated financial planning (planning is included as part of advisory relationships and not offered separately) to entities such as trusts, charitable organizations, foundations, corporations, and to individuals and families listed as potential clients in the brochure. EWA manages client portfolios internally and on a discretionary basis, employing a mix of quantitative, fundamental, technical, and economic analysis to inform asset allocation and security selection. The firm’s strategies include long- and short-term purchases, tactical asset allocation, and use of instruments such as ETFs, options, and structured products, with periodic reviews triggered by market events or client circumstance changes. Notably, EWA does not use third‑party sub‑advisers or participate in wrap fee programs, and it reports a client mix that is concentrated in institutional and entity clients rather than reporting service to non‑high‑net‑worth or high‑net‑worth individual segments. Several of EWA’s associated persons are licensed insurance agents who, in their individual capacities, may offer commissionable insurance products—an arrangement the brochure discloses as a potential conflict of interest that clients are not required to accept.

To learn more about the advisors currently working at Ellis Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.