ELEVATED WEALTH STRATEGIES LLC

ELEVATED WEALTH STRATEGIES LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 336633). Regulatory assets under management: $23.9M.

Registration

• CRD: 336633
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search