Team Elevated Asset Management

Overview

Team Elevated Asset Management is an independent, LLC-structured registered investment adviser that manages portfolios for both individual/family clients and institutional entities. The firm operates on a percentage-of-assets fee model and focuses on discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. It does not identify as an active ESG investor and is not organized as a multi-state adviser. Ownership is listed as individual, and the adviser is not connected to related advisers or positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices