Elio Chiarelli

Bison Wealth, LLC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Bison Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,152 clients

Average Client Portfolio

$873K average

Assets Under Management

$2.8B

Fee Structure

Location

4061 NW 43rd Street, Suite 16, Gainesville, FL, 32606

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History

Regulatory History (1)

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Customer Dispute

December 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Elio is an independent insurance agent since 2007 and owns real estate rental properties since 2011, dedicating minimal time to the latter. Since March 2023, Elio also works as a portfolio manager for Liquid Strategies, spending about a quarter of his time managing investment fund portfolios and delivering strategies to clients.