Elevate Financial
RIAState Registered
Total AUM
$8.9M
Discretionary
$5M
57% of AUM
Avg account
$189K
Accounts
47
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 172375
- Website
- www.elevatefin.com
- Custodians
- ADP BROKER-DEALER, INC., BETTERMENT, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.68%
- Pension & Profit Sharing Plans43.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elevate Financial operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm caters to a diverse client base, including individuals, families, and institutional clients. Elevate Financial offers a range of services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. The firm does not focus on ESG investments and does not operate as a multi-state adviser.
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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