John Elliott Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
John Elliott Wealth Management LLC provides integrated wealth management services, including investment advisory, financial planning, tax-efficient asset and account strategy, and estate planning tailored to clients’ objectives, time horizons, risk tolerances, and liquidity needs. The brochure describes a client focus on individuals and families (typically with $1,000,000 or more in investable assets) as well as related trusts and estates.
The firm manages actively built, long-term equity portfolios in house, using a blend of fundamental and technical analysis and occasionally employing covered-call writing as a conservative overlay; it does not rely on third‑party asset managers or proprietary investment products. Relationships may be discretionary or non-discretionary, and the firm may also provide standalone financial planning or fixed‑ or hourly‑fee consulting engagements.
Noteworthy distinctions cited in the brochure include the principal’s prior operation of a multi‑generation family office and ongoing advisory work for large insurance‑sector clients (described as two Fortune 100 insurance engagements), indicating experience with complex private and institutional relationships that many peers do not report. The firm also states it does not take custody of client assets, does not vote proxies on clients’ behalf, and emphasizes founder‑led, one‑on‑one portfolio oversight rather than delegated management.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Active portfolio management
Retirement income strategy
Fee options
Fixed fees for standalone financial planning or consulting services as agreed
Hourly fees for standalone financial planning or consulting services as agreed
Account minimum: $1,000,000 Fee-only: Asset-based fees up to 2.5% annually, negotiable depending on scope, complexity, and account size; fixed or hourly fees for standalone financial planning or consulting services by agreement
Main office location
John Elliott Wealth Management LLC
New London NH, United States
Number of offices
1
Most active in
John Elliott Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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