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ELLIS INVESTMENT PARTNERS, LLC

BERWYN, PA · CRD 157669 · IAPD ↗ · ellisinvestmentpartners.com · 484-320-6300

$986.8MRegulatory AUM
18Advisory reps
23Employees
2Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — ELLIS INVESTMENT PARTNERS, LLC notice-filed in NH.
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.