ELEVATE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025

Total AUM

$320M

Discretionary

$320M

100% of AUM

Avg account

$502K

Accounts

638

Employees

Advisory reps

Firm details

Headquarters: SHERIDAN, Wyoming
CRD number: 336710
Registered since: July 24, 2025
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations48.26%
HNWI34.73%
Individuals16.23%
Corporations / Businesses0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Elevate Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm acts as a capital allocator and serves a mix of individual and family clients alongside institutional accounts. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the selection of outside advisers. Fee arrangements span percentage-of-AUM, hourly, and fixed-fee engagements. The firm also self-identifies as an active ESG investor.