TEAM ELEVATED ASSET MANAGEMENT

TEAM ELEVATED ASSET MANAGEMENT of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 321979). Regulatory assets under management: $33.9M.

Registration

• CRD: 321979
• Type: Registered investment adviser
• Location: 100 E THOUSAND OAKS BLVD, SUITE 140, THOUSAND OAKS, CA, 91360
• Phone: 213-378-0072
• Latest filing: 2026-03-13
• Regulatory AUM: $33.9M
• Discretionary AUM: $33.9M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search