# ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC. of ATHENS, GA is an SEC-registered investment adviser.

## Registration

- CRD: 149713
- Type: SEC-registered investment adviser
- SEC file number: 801-77776
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Cynthia Deanne Rosso | PRESIDENT, CEO; PRESIDENT, CEO, CCO; PRESIDENT, CEO, & CCO | — |
| VICKERY CHARLES JACKSON | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| ROSSO CYNTHIA DEANNE | EXECUTIVE VICE-PRESIDENT; PRESIDENT, CEO, & CCO | — |
| Clarke Cameron Holt | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149713/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149713/similar
- Related entities: https://search.stillhousedata.com/firm/149713/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149713

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.