ELEVATE PLANNERS, LLC is an SEC-registered investment adviser (CRD 332251). Regulatory assets under management: $25.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Oleg N Zviagin | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| ZVIAGIN OLEG N | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| Oleg N. Zviagin | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |