Elevated Private Wealth

Overview

Elevated Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and serves primarily individual and family clients, along with small business accounts. Its business model centers on fee-based wealth management charged as a percentage of assets under management, with core advisory services that include financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a clear orientation toward equity investing and does not describe itself as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices