ELEVATED WEALTH LLC

ELEVATED WEALTH LLC of ROGERS, AR is an SEC-registered investment adviser (CRD 331903). Regulatory assets under management: $21.6M.

Registration

• CRD: 331903
• Type: Registered investment adviser
• Location: 3938 S GRAND AVE, ROGERS, AR, 72758
• Phone: 4798000055
• Latest filing: 2026-01-05
• Regulatory AUM: $21.6M
• Discretionary AUM: $21.6M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search