ELEVATED WEALTH LLC
Firm details
- Headquarters
- ROGERS, Arkansas
- CRD number
- 331903
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.53%
- Individuals20.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elevated Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individuals and families, providing financial planning and portfolio management for individual clients and small businesses. Its fee model is flexible and includes a percentage-of-assets fee, hourly charges, and fixed-fee engagements. Elevated Wealth does not identify as an active ESG investor, does not operate as a capital allocator, and is not flagged as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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 Funds74%
- Exchange Traded Equities21%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JACQUELINE ROGERS
Founder & Wealth AdvisorCRD 5810015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROGERS, AR
BENTON
Location
ROGERS, AR
Headquartered in ROGERS, AR, in the South of the United States.
- Region
- South
- County
- BENTON
- Address
- 3938 S Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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