ELLA Financial Advising LLC

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Assets, Funds, Holdings

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ELLA Financial Advising LLC
CRD #307357
SEC #801-135609
CIK #
AUM $106.9 M (2026-02-18)
Employees 1 (100% Investors, 0% Brokers)
Phone510-324-9487
Address5237 College Avenue
Oakland, CA 94618
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 12 5.4
(b) Individuals (high net worth individuals) 32 101.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 226 106.9
By Discretionary
Discretionary 226 106.9
Non-Discretionary 0 0.0
Total 226 106.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 106.9
Total 226 106.9
Comparable Firms State AUM ($B)
Total Wealth Advisors LLC
MN 0.1
RS Asset Management LLC
CO 0.1
Turner Capital Investments LLC
TX 0.1
Independent Wealth Management LLC
WI 0.1
RK Asset Management LLC
0.1
Sawtelle Charles Scott
0.1
Potomac Investment Company
0.1
603 Financial Advisors LLC
0.1
Your IA LLC
UT 0.1
Top Private Wealth LLC
CT 0.1
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