Ellis Wealth Advisors, LLC
● SEC registered since 2026CRD 342527SEC# 801-136593Madison, AL
Reg. AUM
$155M
Employees
4
Accounts
479
Location
Madison, AL
About Ellis Wealth Advisors
Ellis Wealth Advisors provides personalized financial planning spanning retirement, risk management, investments, tax efficiency, and estate planning. It builds holistic, solutions-oriented plans around client values, with portfolio management and generational legacy support.
Summary based on the firm’s website.
Ellis Wealth Advisors, LLC assets under management
Ellis Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Madison, AL. The firm has been registered since 2026. It reports $155 million in regulatory assets under management and employs 4 people.
Ellis Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Mixon Ellis Control | Managing Member And Chief Compliance Officer | Over 75% | 2026 |
Frequently asked questions
How much does Ellis Wealth Advisors, LLC manage?
Ellis Wealth Advisors, LLC reports $155 million in regulatory assets under management on its Form ADV.
How many employees does Ellis Wealth Advisors, LLC have?
Ellis Wealth Advisors, LLC reports 4 employees.
Where is Ellis Wealth Advisors, LLC located?
Ellis Wealth Advisors, LLC is based in Madison, AL and has been SEC-registered since 2026.
Does Ellis Wealth Advisors, LLC disclose fund performance?
Ellis Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1157 Nance Rd, Madison, AL 35757 |
| Phone | 256-325-0410 |
| Fax | 844-342-4222 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$155Mregulatory AUM
Discretionary $155M