Overview
Assets Under Management: $578 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 198
Average Client Assets: $2 million
Frequently Asked Questions
EWG ELEVATE 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 #291805), EWG ELEVATE INC. is subject to fiduciary duty under federal law.
EWG ELEVATE INC. is headquartered in ROSEVILLE, CA.
EWG ELEVATE INC. serves 198 high-net-worth clients according to their SEC filing dated March 11, 2025. View client details ↓
According to their SEC Form ADV, EWG ELEVATE INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EWG ELEVATE INC. manages $578 million in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, EWG ELEVATE INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,533
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 291805
Filing ID: 1945907
Last Filing Date: 2025-03-11 10:33:00
Website: https://eaglewestgroup.com