# ELEVATED WEALTH STRATEGIES LLC

ELEVATED WEALTH STRATEGIES LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 336633
- Type: SEC-registered investment adviser
- Location: 2659 TOWNSGATE RD., WESTLAKE VILLAGE, CA, 91361
- Phone: 858-386-2101
- Latest filing: 2026-03-04
- Regulatory AUM: $23.9M
- Discretionary AUM: $23.9M
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336633/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336633/similar
- Related entities: https://search.stillhousedata.com/firm/336633/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336633

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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.