ELLEVEST, INC.

ELLEVEST
2 registered advisors·CRD# 175476
SEC# 801-1066830844-355-7100
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
106
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Other: FINANCIAL PLANNING WORKSHOPS; 1:1 CONSULTING
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ELLEVEST, INC.

2 registered advisors
Jack D Wright
NEW YORK, New York
Shu Zhou
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. ELLEVEST, INC. (CRD# 175476) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.