ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC of ST. PETERSBURG, FL is an SEC-registered investment adviser (CRD 329079). Regulatory assets under management: $107.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHATTANOOGA | TN | 13 | 813-567-5637 |