Unclaimed Profile

Aysha Nicole Babb Ballis

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC·ATHENS, Georgia

Clean record7 years registeredELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

687 S MILLEDGE AVE, ATHENS, GA 30605CRD# 7037378Firm CRD# 154839

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aysha Nicole Babb Ballis · ATHENS, GA

Registration

CRD #7037378 · ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

ELWOOD & GOETZ

Oct 2018 – Aug 2024

Charleston, SC

Registrations & Exams

Registration record

First registered · October 25, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

CRD 154839 · SEC 801-109935

AUM

$682M

Regulatory assets under management

Employees

2,740 client accounts

Services offered by ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Aysha Nicole Babb Ballis offer?

Aysha Nicole Babb Ballis specializes in Financial Planning, Investment Management.

What are Aysha Nicole Babb Ballis's credentials?

Aysha Nicole Babb Ballis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aysha Nicole Babb Ballis located?

Aysha Nicole Babb Ballis is based in ATHENS, Georgia, last registered with ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC.

How does Aysha Nicole Babb Ballis charge for services?

Aysha Nicole Babb Ballis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC?

ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC has approximately 19 employees and manages $682M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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