LaVaisha Davis
ELL Wess Advisors · Atlanta, Georgia
LaVaisha Davis is a fee-only financial advisor at ELL Wess Advisors in Atlanta, Georgia. ELL Wess Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | ELL Wess Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.9M across 10 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7548090 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How LaVaisha's firm compares
- ELL Wess Advisors's average account is about $591,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about LaVaisha
Is LaVaisha Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: LaVaisha holds no broker registration, and ELL Wess Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does LaVaisha charge for financial advice?
LaVaisha's firm, ELL Wess Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is LaVaisha Davis based?
LaVaisha Davis is based in Atlanta, Georgia.
Is LaVaisha Davis registered with the SEC?
Yes. LaVaisha Davis is registered as an investment adviser representative in GA (CRD 7548090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ELL Wess Advisors manage?
ELL Wess Advisors reports $5.9M across 10 accounts in assets under management.
How do I contact LaVaisha Davis?
Contact details aren't on file yet. Search for ELL Wess Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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