# ELEVATED FINANCE

ELEVATED FINANCE of WILLARD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 334769
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334769/similar
- Related entities: https://search.stillhousedata.com/firm/334769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334769

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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.