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 registered investment adviser formed in 2013 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars and workshops. Elevate presents a flexible fee menu that includes percentages of assets under management, hourly charges, and fixed fees. The firm identifies as an accountant in its business activities and does not position itself as an active ESG investor or a multistate adviser.
Assets & Accounts
Public Holdings
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 Funds92%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1CYNTHIA ROSSO
President, CEO, Wealth AdvisorCRD 5021755
Contacts
3 of 9Jose Colmenarez
Client Support AdvisorCRD 8047360
PRESTON WILKIE
Wealth Advisor AssociateCRD 7412557
DEANNA BLOOM
Client Service AdvisorCRD 4708174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$152M in ETFs
58%
$88.7M
41%
$63.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $15.6M | 109,360 | 10.24% |
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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