Elevate Investment Management, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 337862
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.71%
- Individuals2.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elevate Investment Management, LLC is an independent, owner-operated advisory firm organized as an LLC and state-registered in Arizona. The firm focuses on financial planning and portfolio management for individual and family clients, charging fees as a percentage of assets under management. Elevate does not present itself as a capital allocator and is not structured as a multi-state or pension consulting adviser; its advisory work is concentrated on direct client relationships rather than institutional mandates.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 16220 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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