Investment adviser · CRD 282031

EKANTA WEALTH ADVISORS LLC

Investment adviser filing (IA)

COCONUT GROVE, FL, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$307M
Form ADV · Item 5.F
Client accounts
52
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses36$229,340,15874.8%
High-net-worth individuals16$77,337,33325.2%
Filing source

Form ADV 2048374 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PR09SHedge Fund · Last reported Jul 31, 2020$39.5MGross asset value
Fund administrator HARMONIC FUND SERVICES, LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EFG BANK (LUXEMBOURG) S.A. LUXEMBOURG, Luxembourg Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8196123657
Reported beneficial owners
2
Minimum commitment
$100K

Form ADV 1448023 · Jul 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PR55AHedge Fund · Last reported Jul 31, 2020$4.01MGross asset value
Fund administrator PARADIGM GOVERNANCE PARTNERS GEORGETOWN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EFG BANK AG GENEVA, Switzerland Related to adviser: No
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-4330085059
Reported beneficial owners
1
Minimum commitment
$100K

Form ADV 1448023 · Jul 31, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

2665 SOUTH BAYSHORE DRIVE, SUITE 430
COCONUT GROVE, FL, 33133, United States

CRD 282031

Filing source

Form ADV 2048374 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.