Elevation Wealth Management

RIASEC RegisteredEst. 2024
Total AUM
$259M
Discretionary
$259M
100% of AUM
Avg account
$372K
Accounts
696
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
314604
Registered since
March 22, 2024
Website
elevation-wm.co.uk
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.91%
  • Individuals14.09%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Elevation Wealth Management is an independent, SEC-registered registered investment adviser formed as a limited liability company in 2024 that focuses on serving individual and family clients. The firm describes itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Elevation is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Other 20%, Public Funds/Mutual Funds 18%, Non-Exchange Traded Equities 6%, Private Funds 5%, US Government Bonds 1%, Cash & Cash Equivalents 1%50%
  • Exchange Traded Equities50%
  • Other20%
  • Public Funds/Mutual Funds18%
  • Non-Exchange Traded Equities6%
  • Private Funds5%

Contacts

3 of 3
  • Walid Elkhoury

    Walid Elkhoury

    Senior Wealth AdvisorCRD 6560002

  • Derek Beiningen

    Derek Beiningen

    Director of OperationsCRD 4842217

  • Darin Beckering

    Darin Beckering

    President & Senior Wealth AdvisorCRD 4666158

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 108

Active vs passive

$71.3M in ETFs

Passive

55%

$39.4M

Active

36%

$31.9M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)JP MorganPassiveLarge Blend$7.6M64,90110.67%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth