Elevate Wealth Advisory, Inc.
Firm details
- Headquarters
- Athens, Georgia
- CRD number
- 149713
- Registered since
- April 1, 2013
- Website
- elevate-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.78%
- Individuals31.95%
- Pension & Profit Sharing Plans2.41%
- Charitable Organizations0.83%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elevate Wealth Advisory, Inc. is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm serves both individual and family clients as well as institutional clients and operates with a mix of fee arrangements, including percentage of AUM, hourly charges, and fixed fees. Its stated business activity includes accounting work, and its advisory services cover financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$180M in ETFs
56%
$100M
44%
$79.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $18.6M | 111,607 | 10.32% |
Location
Athens, GA
Clarke
Location
Athens, GA
Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Clarke
- Address
- 2500 Daniells Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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