ELEVAGE PARTNERS, LLC
SEC RegisteredFinancial Clarity for a More Confident Future
About the firm
Elevage Partners, founded in 2010, offers comprehensive wealth management services tailored to clients' unique needs. Their approach, called 'Investing for your WHY®', begins with understanding clients' values, priorities, and vision before designing financial strategies. Their mission is to empower clients with tailored financial strategies that foster long-term growth and security.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Financial Planning, Investment Management, Tax Planning and Optimization, Retirement & Wealth Transition Planning, Gifting and Estate Planning Coordination, Guidance for Widows & Widowers, Risk Management & Insurance, Business Advisory Services, and Alternative Investments.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 342 | $85M |
| High Net Worth Individuals | 23 | $67M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $999,999 | 1.00% |
| $1million - $3 million | 0.90% |
| $3 million - $5 million | 0.80% |
| $5 million - $7 million | 0.70% |
| $7 million - $9 million | 0.60% |
| Over $9 million | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVAGE PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.
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