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Ekanta Wealth Advisors, LLC

EST. AUM
$283,432,807

CONTACTS

CLIENT ACCOUNTS
46

Firm Details

Metro area Ft. Lauderdale
CRD Number 282031
Website ekantawealth.com
Client types

Overview

Ekanta Wealth Advisors LLC is an independent, SEC-registered Registered Investment Adviser (RIA) and multi-family office headquartered in Coconut Grove, Florida. Founded by Julio Bailon and Nova Madueno Bailon, the firm provides customized wealth management, investment advisory, and family office services to high-net-worth individuals, ultra-high-net-worth families, and business owners. Operating under a fiduciary standard, Ekanta Wealth Advisors delivers personalized financial planning, tax-efficient wealth strategies, estate planning, philanthropy planning, and risk management solutions. Its client-centered approach emphasizes customized investment strategies and long-term wealth preservation through objective, independent financial advice.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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