# ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser.

## Registration

- CRD: 329079
- Type: SEC-registered investment adviser
- SEC file number: 801-135497
- Location: 9400 4TH STREET N, SUITE 201, ST. PETERSBURG, FL, 33702
- Phone: 727-478-8886
- Latest filing: 2026-06-11
- Regulatory AUM: $107.1M
- Discretionary AUM: $107.1M
- Clients: 38
- Accounts: 630

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Dillon Joseph Nemeth | MEMBER/MANAGER/MANAGING PARTNER | — |
| Christopher Joseph Athens | MEMBER/MANAGER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | — |
| Jonathan David Colquitt | MEMBER/MANAGER/MANAGING PARTNER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHATTANOOGA | TN | 13 | 813-567-5637 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329079/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329079/similar
- Related entities: https://search.stillhousedata.com/firm/329079/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329079

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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.