ELEVATION FINANCIAL LLC
CRD 300573
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
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- SEC IAPD →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $30.0M |
All web addresses on file
- https://bsky.app/profile/michaelrey.bsky.social
- https://www.tiktok.com/@wealthredefined
- https://www.linkedin.com/company/elevationfinancial/
- https://www.facebook.com/Elevation-Financial-1136294489878433/?modal=admin_todo_tour
- https://twitter.com/michaelreynolds
- https://www.youtube.com/channel/UCxahNyao0B9trnqH2ZnXAXQ
- https://www.elevationfinancial.com/
- https://www.instagram.com/elevationfinancial/
Official SEC filing: View on IAPD