ELEVATE FINANCIAL

ELEVATE FINANCIAL is an SEC-registered investment adviser (CRD 172375). Regulatory assets under management: $8.9M.

Registration

• CRD: 172375
• Type: Registered investment adviser
• Phone: 5202619075
• Latest filing: 2025-10-09
• Regulatory AUM: $8.9M
• Discretionary AUM: $5.0M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search