Elevation Wealth Management
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
FINTRXOverview
Elevation Wealth Management is an independent registered investment adviser organized as an LLC and established in 2024. The firm serves individual and family clients and acts as a capital allocator, sourcing third‑party managers for certain exposures. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements are flexible and include a percentage of assets under management, hourly fees, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities50%
- Other20%
- Public Funds/Mutual Funds18%
- Non-Exchange Traded Equities6%
- Private Funds5%
Contacts
3 of 3
Walid Elkhoury
Senior Wealth AdvisorCRD 6560002
Derek Beiningen
Director of OperationsCRD 4842217
Darin Beckering
President & Senior Wealth AdvisorCRD 4666158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 111Active vs passive
$80.3M in ETFs
55%
$44M
35%
$36.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN BETABUILDERS US EQUITY ETF (BBUS) | JP Morgan | Passive | Large Blend | $8.6M | 63,807 | 10.70% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Global Financial Advisory Services, Inc.
RIAValencia, CA
Cohen Investment Advisors, LLC
RIABedford, NH
Ishara Investments LP
RIALos Angeles, CA
Private Wealth Consulting, LLC
RIABraeburn Wealth Management, LLC
RIAMuskegon, MI
Storyone Family Office
RIAOverland Park, KS