ELEVATED PRIVATE WEALTH
SEC RegisteredYour trust. Our expertise.
About the firm
Elevated Private Wealth offers wealth management and retirement solutions, providing sophisticated financial strategies to help clients achieve their investment goals. The firm emphasizes long-term relationships built on open and honest communication as the cornerstone of its foundation of success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax strategy, investment management, and estate planning.
Who they serve
Individuals and families seeking to achieve their personal financial goals, including retirement planning and investment objectives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 72 | $23M |
| High Net Worth Individuals | 40 | $100M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| Next $1,000,000 | 1.25% |
| Next $3,000,000 | 1.00% |
| Next $5,000,000 | 0.85% |
| Next $5,000,000 | 0.70% |
| Next $10,000,000 | 0.65% |
| Over $25,000,000 | 0.60% |
Data as of January 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVATED PRIVATE WEALTH 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.