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ELLA FINANCIAL ADVISING

OAKLAND, CA · CRD 307357 · IAPD ↗ · 510-324-9487

$106.9MRegulatory AUM
1Advisory reps
1Employees
2Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — ELLA FINANCIAL ADVISING (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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