Overview
Assets Under Management: $259 million
High-Net-Worth Clients: 93
Average Client Assets: $2.4 million
Frequently Asked Questions
ELEVATION WEALTH MANAGEMENT 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 #314604), ELEVATION WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ELEVATION WEALTH MANAGEMENT serves 93 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ELEVATION WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ELEVATION WEALTH MANAGEMENT manages $259 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ELEVATION WEALTH MANAGEMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.91%
Average Client Assets: $2.4 million
Total Client Accounts: 696
Discretionary Accounts: 696
Regulatory Filings
CRD Number: 314604
Filing ID: 2066118
Last Filing Date: 2026-03-31 17:10:17