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] [LinkedIn] [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
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients2
ServesRetail
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