Elevate Wealth Advisory, Inc.
Elevate Wealth Advisory, Inc. is an SEC-registered mass-market adviser in Athens, GA with $385.5M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Elevate Wealth Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149713, SEC 801-77776, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $385.5M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Athens, GA
- Employees
- 13
- Clients
- 635
- CRD
- 149713
- Ownership
- ROSSO, CYNTHIA, DEANNE; VICKERY, CHARLES, JACKSON; HOLT, CLARKE, CAMERON
How much AUM does Elevate Wealth Advisory, Inc. have?
Elevate Wealth Advisory, Inc. reported $385.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Elevate Wealth Advisory, Inc.?
Disclosed owners and executives of Elevate Wealth Advisory, Inc. include ROSSO, CYNTHIA, DEANNE, VICKERY, CHARLES, JACKSON, HOLT, CLARKE, CAMERON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.