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ELEVATE WEALTH ADVISORS, LLC
CRD 323825
4675 MACARTHUR COURT, SUITE 1430, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 876-5249
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.4M
Discretionary AUM
$29.4M
Team
8 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $16.2M |
| High net worth individuals | 11 | $3.0M |
| Corporations/business entities | 13 | $10.3M |
All web addresses on file
Official SEC filing: View on IAPD