ELEVATE WEALTH MANAGEMENT

Company Profile

As of Date 08/05/2026
Websites
AUM* 320,272,718
of that, discretionary 320,171,504 100%
Number of Employees 6 20%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 501,995
High Net Worth 15.46%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

320M 274M 229M 183M 137M 91M 46M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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