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ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
CRD 329079 · SEC 801-135497
9400 4TH STREET N, SUITE 201, ST. PETERSBURG, FL, 33702, United States
Phone
727-478-8886
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.1M
Discretionary AUM
$107.1M
Team
38 total employees; 36 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 445 | $89.0M |
| High net worth individuals | 12 | $18.1M |
States served
AL, AZ, AR, CA, CO, GA, IL, KS, LA, MD, MI, MS, NJ, NY, NC, OH, OK, PA, SC, TN, VA, WV, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD