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ELE ADVISORY SERVICES, INC
CRD 148228File 801-117442
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.5M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $136.5M
Clients
1,156
1,544 accounts
Employees
12
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 2020
- Principal office
- 18700 W. 10 MILE ROAD, SUITE 100, SOUTHFIELD, MI, 48075
- Phone
- 248-356-6555
- Website
- HTTPS://WWW.ELEWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $136.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,544
- Total accounts
- 1,544
- AUM per client
- $118K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $1.9M |
| Charitable organizations | 6 | $887K |
| High net worth individuals | 19 | $27.6M |
| Individuals (other than high net worth individuals) | 1,124 | $106.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.