Description of Firm Ekanta Wealth Advisors LLC ("Ekanta") is a registered investment adviser primarily based in Coconut Grove, Florida. We are organized as a limited liability company ("LLC") under the laws of the State of Delaware. We have been providing investment advisory services since 2016. The owners and/or officers and directors Ekanta Wealth Advisors LLC are: Julio Bailon and Nova Madueno Bailon.
The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Ekanta Wealth Advisors LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm.
WEALTH MANAGEMENT SERVICES We offer comprehensive Wealth Management Services which combines Portfolio Management with Financial Consulting as described more fully below. Additionally, when appropriate, we may also recommend the use of a Third Party Money Manager to manage all, or a part, of your portfolio. Whether you need the full suite of Wealth Management Services we offer, or only some, you will sign one agreement that will specify those services for which you are engaging us and the fee you pay will be negotiated on that basis as either a percentage of the assets we manage or a flat fee. See the Fees and Compensation section below for more details.
 Portfolio Management Services We offer non-discretionary portfolio management services. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis.
 Advisory Consulting Services We offer consulting services that primarily involves advising clients on specific financial-related topics. The topics we address may include, but are not limited to, risk assessment/management, investment planning, financial organization,

or financial decision making/negotiation.
Additionally, for certain clients we may also offer Family Office and Wealth Planning Services designed to help our clients organize their financial situation and plan for the successful transfer of wealth to the next generation in the most tax-advantaged manner. Such services generally include financial planning in the following areas:  Family Continuity  Estate Planning and Trustee Oversight  Integrated Tax and Financial Planning  Lifestyle Management  Family Philanthropy  Risk Management Wrap Fee Programs We do not participate in any wrap fee program.
Types of Investments Our investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company or other investment firm and will primarily include advice regarding the following instruments: 4
•No-load or load-waived mutual funds
•Exchange-traded funds (ETFs)
•Investment in private placement offerings and/or limited investment partnerships, such as, hedge funds and other pooled investment partnerships
•Direct real estate investments through specially created private placement vehicles
•Equity securities
•Corporate debt securities
•Foreign issuer securities Client portfolio holdings may also include the following instruments:
•Option or other derivative contracts on securities or indices
•United States government securities
•Commercial paper
•Certificates of deposit
•Municipal securities Additionally, we may advise you on various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. We tailor all of our investment recommendations to the individual needs of each client. All consulting recommendations are based on information gathered through telephone, electronic and in-person discussions. Assets Under Management As of December 31, 2023 we manage $233,629,216 in non-discretionary assets under management.