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ELEVAGE PARTNERS, LLC
CRD 158386 · SEC 801-112475
5470 KIETZKE LANE, SUITE 300, RENO, NV, 89511, United States
Phone
(800) 725-1622
Fax
(888) 720-6964
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$154.6M
Discretionary AUM
$144.8M
Team
8 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $85.1M |
| High net worth individuals | 23 | $66.7M |
| Corporations/business entities | 3 | $2.8M |
States served
AZ, CA, ID, MD, MA, NV, NJ, NY, OH, UT, WA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD