ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC. of ATHENS, GA is an SEC-registered investment adviser (CRD 149713). Regulatory assets under management: $385.5M.

Registration

• CRD: 149713
• SEC file number: 801-77776
• Type: Registered investment adviser
• Location: 2500 DANIELLS BRIDGE RD, BUILDING 200, SUITE 2B, ATHENS, GA, 30606
• Phone: 706-353-2728
• Latest filing: 2026-03-19
• Regulatory AUM: $385.5M
• Non-discretionary AUM: $385.5M
• Clients: 13
• Accounts: 1,706

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search