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Elan Wealth Management, LLC (Kitty Hawk)


Elan Wealth Management, LLC is an adviser based in Kitty Hawk. It manages $47.84 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina, Texas, and Virginia.




Elan Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Elan Wealth Management: assets under management

The assets under management (AUM) of Elan Wealth Management, LLC is $47.84 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.2 million in discretionary accounts and $641.75 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $160.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Elan Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kitty Hawk

The principal office where Elan Wealth Management, LLC performs its advisory services is located at 4417 North Croatan Highway, Kitty Hawk, NC 27949 The mailing address of the firm is 5561 North Croatan Highway#3, Kitty Hawk, NC 27949. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 252-255-1700 or by fax 866-240-9103. The normal business hours are by appointment only on Monday - Friday.


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