Preston Devereaux Wilkie
Investment Adviser Representative at Elevate Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Preston Devereaux Wilkie is an investment adviser representative with Elevate Wealth Advisory, Inc. in Athens, GA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Campbell UniversityJul 2016 – Dec 2020Buies Creek, NC
- One Water Marine CorpMay 2021 – Jul 2021Gwinett, GA
- Markel Financial ServicesJul 2021 – Dec 2021Gwinett, GA
- Seamless AIDec 2021 – Jan 2022Remote, XX
- Homrich BergApr 2022 – Feb 2023Atlanta, GA
- University of GeorgiaMay 2023 – Nov 2023Athens, GA
- Elevate Wealth AdvisoryFeb 2024 – no end date reportedAthens, GA
- UnemployedDec 2020 – May 2021Bogart, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevate Wealth Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Less than $250,0001.65%
- $250,001 to $499,9991.55%
- $500,000 to $999,9991.40%
- $1,000,000 to $1,999,9991.30%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Services for individuals include investment planning, retirement planning, tax planning and management, life events planning, financial advice on student loans, estate planning, wealth protection services, and cash flow and budgeting. Services for businesses and non-profits include business owner planning, nonprofit management, and business growth and exit planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Athens, GA
- SEC file number:
- 801-77776
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Elevate Wealth Advisory, Inc.
11 other advisors in the directory
Similar advisors in Athens, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Preston Devereaux Wilkie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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