Elevated Private Wealth
Firm details
- Headquarters
- ,
- CRD number
- 335270
- Registered since
- March 28, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.28%
- Individuals18.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elevated Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing on financial planning and portfolio management for individuals and small businesses. Ownership is held by an individual principal; the adviser is not positioned as a capital allocator or pension consultant and does not market itself as an ESG-focused investor.
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
- Exchange Traded Equities81%
- Public Funds/Mutual Funds11%
- US Government Bonds5%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3M in ETFs
100%
$3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.3M | 2,985 | 75.19% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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