Elevate Planners
Firm details
- Headquarters
- ,
- CRD number
- 332251
- Registered since
- January 12, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.02%
- Individuals22.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Elevate Planners is an independent registered investment advisor (RIA) structured as a limited liability company. Founded in 2024, the firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting. Elevate Planners operates as a capital allocator and serves a client base primarily composed of individuals and families. The firm employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. Although the firm is newly formed, it has established a diverse range of business and advisory activities, including functioning as an insurance broker.
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 Equities30%
- Public Funds/Mutual Funds28%
- State & Local Bonds16%
- Cash & Cash Equivalents11%
- Other9%
Contacts
2 of 2
Oleg Zviagin
Founder and Wealth AdvisorCRD 6116587
Lukas DeWitt
Wealth AdvisorCRD 7337840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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