# EWG ELEVATE INC.

EWG ELEVATE INC. of ROSEVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291805
- Type: SEC-registered investment adviser
- SEC file number: 801-113898
- Location: 3200 DOUGLAS BLVD, STE. 305, ROSEVILLE, CA, 95661
- Phone: 916-367-4540
- Latest filing: 2025-03-11
- Regulatory AUM: $578.4M
- Discretionary AUM: $558.5M
- Non-discretionary AUM: $19.8M
- Clients: 23
- Accounts: 1,620

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lee Watson | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Roseville, CA |
| Michael Jude Clarke | VICE PRESIDENT | — |
| Stephen Michael Holmes | PORTFOLIO ADMINISTRATION & BRANCH SUPERVISION | — |
| WATSON DONALD LEE | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CLARKE MICHAEL JUDE | VICE PRESIDENT | — |
| HOLMES STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CULVER CITY | CA | 6 | (310) 736-1525 |
| CULVER CITY | CA | 6 | (310) 736-1525 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291805/similar
- Related entities: https://search.stillhousedata.com/firm/291805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291805

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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.