ELEVATED WEALTH STRATEGIES LLC

Overview

Elevated Wealth Strategies LLC operates as a compact advisory firm that acts both as a portfolio manager and a capital allocator. The firm emphasizes equity exposure as its primary preference, running a portfolio mix tilted toward exchange-traded equity instruments while also employing third‑party managers for non‑core allocations. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutional clients, and the firm explicitly performs selection of other advisers—consistent with an allocator role. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Elevated Wealth Strategies is not an active ESG investor and does not describe itself as a multi‑state adviser or pension consultant. The firm lists an insurance company affiliation in its industry activities, which may inform product use (for example, annuities) within client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices