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ELEVATION WEALTH MANAGEMENT

ELEVATION WEALTH MANAGEMENT, LLC

CRD 314604 · SEC 801-129736

Visit website

MA, United States

Phone

952-905-3042

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$259.2M

Discretionary AUM

$259.2M

Team

2 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals86$36.5M
High net worth individuals93$222.7M

States served

MA, MN, NE, TX

All web addresses on file

Official SEC filing: View on IAPD