Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 40
Average Client Assets: $2.5 million
Frequently Asked Questions
ELEVATED PRIVATE WEALTH 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 #335270), ELEVATED PRIVATE WEALTH is subject to fiduciary duty under federal law.
ELEVATED PRIVATE WEALTH serves 40 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, ELEVATED PRIVATE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
ELEVATED PRIVATE WEALTH manages $123 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, ELEVATED PRIVATE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.28%
Average Client Assets: $2.5 million
Total Client Accounts: 361
Discretionary Accounts: 355
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 335270
Filing ID: 2044155
Last Filing Date: 2026-01-22 15:26:07