Elevated Private Wealth

Overview

Elevated Private Wealth is an independent registered investment advisor operating as an LLC that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses. Public filings show a clear tilt toward equities: exchange-traded equities are the most used asset type and the firm’s stated preference is for equity exposure. Investment process signals a concentrated, active equity approach rather than a heavy multi-asset or institutional alternatives program. Portfolios appear to be managed primarily through separately managed accounts and liquid equity instruments, with mutual funds and annuities used as complementary building blocks where appropriate. Elevated Private Wealth is not positioned as an ESG-focused or pension consultant adviser and does not present itself as a capital allocator to third‑party alternative fund managers in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices