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ELEVATED WEALTH LLC
CRD 331903
3938 S GRAND AVE, STE C 106, ROGERS, AR, 72758, United States
Phone
4798000055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.6M
Discretionary AUM
$21.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $4.4M |
| High net worth individuals | 23 | $17.2M |
All web addresses on file
Official SEC filing: View on IAPD