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ELE ADVISORY SERVICES, INC

SOUTHFIELD, MI · CRD 148228 · IAPD ↗ · elewealth.com · 248-356-6555

$136.5MRegulatory AUM
13Advisory reps
13Employees
6Clients
101-250Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ELE ADVISORY SERVICES, INC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
August 2026 — ELE ADVISORY SERVICES, INC notice-filed in ID, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ELE ADVISORY SERVICES, INC reported RAUM up 26% ($99.9M -> $125.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — ELE ADVISORY SERVICES, INC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
March 2025 — ELE ADVISORY SERVICES, INC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — ELE ADVISORY SERVICES, INC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.