Elevate Wealth Advisory, Inc.

RIASEC RegisteredEst. 2013

Total AUM

$386M

Discretionary

0% of AUM

Avg account

$226K

Accounts

1,706

Employees

Advisory reps

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

FINTRX

Overview

Elevate Wealth Advisory, Inc. is an independent, SEC-registered registered investment adviser that serves both individual/family clients and institutional customers. The firm operates as a corporation owned by an individual and provides a mix of financial planning and portfolio management services, with additional offerings that include pension consulting and educational workshops. Elevate charges clients via percentage-of-AUM arrangements as well as hourly and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Elevate’s business profile also lists accounting-related activities alongside its advisory work, indicating a blended service model that supports planning and reporting needs in-house. The adviser has been SEC-registered since 2013 and reports multi-service engagement with individuals, small businesses and institutional clients.