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Ellen Powers

Grey Fox Wealth Advisors, LLC

Rockland, DE

Ellen Powers Consulting Inc.

Rockland, DE

CRD 1023784

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Employer firm

Grey Fox Wealth Advisors, LLC CRD 307172

$699M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-15
TX RA APPROVED_RES 2024-05-15
DE RA APPROVED 2022-09-23
  • PA RA
    APPROVED
    Since 2024-05-15
  • TX RA
    APPROVED_RES
    Since 2024-05-15
  • DE RA
    APPROVED
    Since 2022-09-23

Branch Locations

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Ellen Powers Consulting Inc.

Rockland, DE • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-03-15
DE RA APPROVED 2016-03-14
  • PA RA
    APPROVED
    Since 2016-03-15
  • DE RA
    APPROVED
    Since 2016-03-14

Branch Locations

Rockland, DE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ascend Investment Management, Inc. Lewes DE 09/2006 Present
Grey Fox Wealth Advisors, Llc Rockland DE 08/2022 Present
Previous Registrations
Other Names
  • Ellen Michele Powers
  • Ellen Powers Le
  • Ellen Powers Le
  • Ellen P Le

View on SEC IAPD

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