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ELEVATED FINANCE
ELEVATED FINANCE LLC
CRD 334769
618 W WALTON STREET, WILLARD, OH, 44890, United States
Phone
419-933-2966
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-21
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $1.6M |
| Corporations/business entities | 1 | $36K |
Official SEC filing: View on IAPD