Overview
Assets Under Management: $338 million
Headquarters: ATHENS, GA
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Frequently Asked Questions
ELEVATE WEALTH ADVISORY, INC. 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 #149713), ELEVATE WEALTH ADVISORY, INC. is subject to fiduciary duty under federal law.
ELEVATE WEALTH ADVISORY, INC. is headquartered in ATHENS, GA.
ELEVATE WEALTH ADVISORY, INC. serves 103 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, ELEVATE WEALTH ADVISORY, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ELEVATE WEALTH ADVISORY, INC. manages $338 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, ELEVATE WEALTH ADVISORY, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,649
Non-Discretionary Accounts: 1,649
Regulatory Filings
CRD Number: 149713
Filing ID: 1968185
Last Filing Date: 2025-03-28 11:39:00
Website: https://elevate-wealth.com