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ELEVATION ADVISORY PARTNERS LLC

CRD 312170 · SEC 801-120658

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3505 LAKE LYNDA DRIVE, SUITE 200, ORLANDO, FL, 32817, United States

Phone

913-827-4588

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$226.0M

Discretionary AUM

$226.0M

Team

5 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; ANNUAL FINANCIAL PLANNING/CONSULTING RENEWAL

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals320$91.1M
High net worth individuals58$134.9M

States served

AZ, CA, IA, KS, LA, NE, NY, PA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD