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ELEVATE PLANNERS
ELEVATE PLANNERS, LLC
CRD 332251 · SEC 801-134828
CA, United States
Phone
347-506-6061
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$25.9M
Discretionary AUM
$25.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $6.0M |
| High net worth individuals | 12 | $20.0M |
States served
CA, NV, NY, TX
All web addresses on file
Official SEC filing: View on IAPD