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ELEVATE WEALTH ADVISORY, INC.
CRD 149713 · SEC 801-77776
2500 DANIELLS BRIDGE RD, BUILDING 200, SUITE 2B, ATHENS, GA, 30606, United States
Phone
706-353-2728
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$385.5M
Discretionary AUM
$0
Team
13 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 506 | $123.2M |
| High net worth individuals | 107 | $249.7M |
| Pension/profit sharing plans | 9 | $9.3M |
| Charitable organizations | 12 | $3.2M |
| Corporations/business entities | 1 | $95K |
States served
GA, LA, NC, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD