Elevation Haven Financial

Overview

Elevation Haven Financial operates as a small, owner-run registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients a fee based on a percentage of assets under management and provides advisory services alongside business activities that include accounting and other financial product sales. Elevation Haven Financial manages client assets on a discretionary basis and identifies equities — specifically exchange-traded instruments — as its primary allocation preference. The firm does not position itself as an active ESG investor and does not report multi-state advisory activity. Investment positioning is straightforward: equities form the core of client portfolios, supplemented by selected alternative managers for diversification. Given the firm’s size and the “Individual” owner type, the model appears to be a high-touch, boutique relationship practice that combines investment management with related financial services for wealthy individuals and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices