Ekanta Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Ekanta Wealth Advisors reports 52 clients. They include 36 corporations and other businesses and 16 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $307M across 52 accounts are not. Of its clients, 71% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 31% | 25% |
| Corporations and other businesses | 69% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 16 | $77.3M | 25.2% | $4.83M |
| Corporations and other businesses | 36 | $229M | 74.8% | $6.37M |
| Total | 52 | $307M | 100% | $5.9M |
- Clients
- 16
- Regulatory AUM
- $77.3M
- AUM share
- 25.2%
- Avg. per client
- $4.83M
- Clients
- 36
- Regulatory AUM
- $229M
- AUM share
- 74.8%
- Avg. per client
- $6.37M
Total
- Clients
- 52
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $5.9M
- Clients outside the U.S.
- 71%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ekanta Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Julio Bailon owns 50% to 75% of Ekanta Wealth Advisors. The leadership team of Ekanta Wealth Advisors includes Chief Compliance Officer Julio Bailon. It has 7 employees, 1 of them in advisory roles.
Leadership
- Julio BailonChief Compliance Officer, Owner
- Nova Madueno BailonOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Alejandra Aymes
- Elisa M Robbin
Staff
- 7 employees
- 1 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Ekanta Wealth Advisors LLC
Julio Bailon
Control person · since February 2022
- Owns 50% to 75% of Ekanta Wealth Advisors LLC
Nova Madueno Bailon
Control person · since January 2000
Ekanta Wealth Advisors’ regulatory assets grew 3.3× from $92.7M (June 2021) to $307M (March 2026); clients rose from 28 to 52 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $307M | 52 | 7 | 1 |
| February 2025 | $283M | 46 | 7 | 1 |
| March 2024 | $234M | 36 | 7 | 1 |
| February 2023 | $211M | 38 | 4 | 1 |
| June 2022 | $215M | 40 | 4 | 1 |
| June 2021 | $92.7M | 28 | 3 | 2 |
Besides its headquarters, Ekanta Wealth Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2665 South Bayshore Drive, Suite 430, Coconut GroveHQ
Contact and registration details
- Legal name
- Ekanta Wealth Advisors LLC
- Headquarters
- 2665 South Bayshore Drive, Suite 430, Coconut Grove, FL 33133
- Website
- Not reported
- Phone
- 305-882-9240
- @ekanta-wealth-advisors
- SEC file
- 801-115217
- Structure
- Delaware LLC
- Fiscal year end
- December
Ekanta Wealth Advisors uses Efg Capital International ($107M, 49%), Efg Bank Ag ($77.1M, 36%) and Credicorp Capital Chile ($32.1M, 15%) as custodians for its separately managed accounts. Ekanta Wealth Advisors does not have custody of client assets.
- Efg Capital InternationalEfg Capital International Corp. · Jersey City, NJ · $107M49%
- Efg Bank AgEfg Bank Ag · Geneva · $77.1M36%
- Credicorp Capital ChileCredicorp Capital Chile · Santiago · $32.1M15%
At year end, Ekanta Wealth Advisors’ separately managed accounts were largely in cash (29%) and stocks (28%).
What the accounts hold
- Stocks28%
- Funds19%
- Registered funds10%
- Pooled vehicles9%
- Bonds24%
- Investment grade corporate bonds21%
- U.S. government and agency bonds3%
- Cash29%
How many clients does Ekanta Wealth Advisors have?
Ekanta Wealth Advisors has 52 clients and manages $307 million for them, as of March 2026. They include 36 corporations and other businesses and 16 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Ekanta Wealth Advisors offer?
Ekanta Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ekanta Wealth Advisors use?
Ekanta Wealth Advisors’ separately managed account assets are held at Efg Capital International Corp. (Jersey City, NJ), with $107M, Efg Bank Ag (Geneva), with $77.1M and Credicorp Capital Chile (Santiago), with $32.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Ekanta Wealth Advisors have?
Ekanta Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ekanta Wealth Advisors invest in?
At the end of its last fiscal year, Ekanta Wealth Advisors’ separately managed accounts held 29% cash and equivalents, 28% exchange-traded equities, 21% investment grade corporate bonds, 10% registered funds (mutual funds, ETFs, BDCs), 9% pooled vehicles (private funds and similar) and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ekanta Wealth Advisors?
Ekanta Wealth Advisors’ direct owners are Julio Bailon (50% to 75%) and Nova Madueno Bailon (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Ekanta Wealth Advisors get paid?
Ekanta Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ekanta Wealth Advisors?
Ekanta Wealth Advisors’ main office is at 2665 South Bayshore Drive, Suite 430, Coconut Grove, FL 33133. Its phone number is 305-882-9240.