ELLEVEST

Legal name: ELLEVEST, INC.

CRD 175476File 801-106683

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.13B

Above cohort median (national)

Discretionary AUM

$1.13B

Clients

471

474 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Sep 28, 2015
Principal office: 228 PARK AVE S, PMB 94934, NEW YORK, NY, 10003
Phone: 844-355-7100
Website: HTTPS://WWW.PINTEREST.COM/ELLEVEST/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.13B
Discretionary AUM: $1.13B
Non-discretionary AUM: $0
Discretionary accounts: 474
Non-discretionary accounts: 0
Total accounts: 474
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$7.0M
Charitable organizations	Fewer than 5	$22.2M
High net worth individuals	371	$1.01B
Pension and profit sharing plans	Fewer than 5	$1.8M
Individuals (other than high net worth individuals)	100	$93.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — FINANCIAL PLANNING WORKSHOPS; 1:1 CONSULTING
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.