Overview
Assets Under Management: $155 million
Headquarters: RENO, NV
High-Net-Worth Clients: 23
Average Client Assets: $2.9 million
Frequently Asked Questions
ELEVAGE PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158386), ELEVAGE PARTNERS, LLC is subject to fiduciary duty under federal law.
ELEVAGE PARTNERS, LLC is headquartered in RENO, NV.
ELEVAGE PARTNERS, LLC serves 23 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ELEVAGE PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ELEVAGE PARTNERS, LLC manages $155 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ELEVAGE PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.12%
Average Client Assets: $2.9 million
Total Client Accounts: 790
Discretionary Accounts: 700
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 158386
Filing ID: 2083574
Last Filing Date: 2026-03-27 18:54:47