ELEVATED FINANCE

ELEVATED FINANCE of WILLARD, OH is an SEC-registered investment adviser (CRD 334769). Regulatory assets under management: $1.6M.

Registration

• CRD: 334769
• Type: Registered investment adviser
• Location: 618 W WALTON STREET, WILLARD, OH, 44890
• Phone: 419-933-2966
• Latest filing: 2026-02-21
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search