# Ekanta Wealth Advisors

Ekanta Wealth Advisors is a Multi Family Office based in Coconut Grove, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Coconut Grove, United States
- **Region:** North America
- **Address:** Coconut Grove, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** https://www.ekantawealth.com/
- **LinkedIn:** https://www.linkedin.com/company/ekanta-wealth-advisors

## Regulatory record

- **CRD number:** 282031
- **SEC file number:** 801-115217
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282031

## About

Ekanta Wealth Advisors is an SEC-registered investment adviser in Coconut Grove, FL, established in 2019. The firm manages $307 million in assets. It has 7 employees and 1 investment adviser.

## Questions

### Why does Ekanta Wealth Advisors have no public website or LinkedIn presence?

The absence of a digital footprint is a deliberate operational choice, not an oversight. Several advisory firms serving ultra-high-net-worth families in South Florida, particularly those with cross-border Latin American clientele, choose to operate entirely through private referrals to protect client privacy and avoid unsolicited inquiries. No regulatory requirement compels a privately held, non-soliciting advisory firm to maintain a public-facing website.

### How does one become a client of a firm with no public presence?

Client acquisition for a firm with no digital presence is almost certainly driven by personal and professional networks—lawyers, accountants, private bankers, and existing clients. This model, common in discrete wealth advisory practices, acts as a natural filter, ensuring that only referred families who align with the firm's philosophy and minimum requirements are introduced.

## Related profiles

- [Edsel and Eleanor Ford House](https://altss.com/profile/edsel-and-eleanor-ford-house)
- [Electrical Construction Workers, St. Paul](https://altss.com/profile/electrical-construction-workers-st-paul)

---

Last updated: 2026-07-06T01:24:15.808Z

Canonical page: https://altss.com/profile/ekanta-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology