Elevation Advisory Partners LLC
Elevation Advisory Partners LLC is an SEC-registered mass-market adviser in Orlando, FL with $226.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Elevation Advisory Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312170, SEC 801-120658, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $226.0M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Orlando, FL
- Employees
- 5
- Clients
- 378
- CRD
- 312170
- Ownership
- HARRISON, JOHN, WARD; MONTHAM HOLDINGS LLC; LYNCH, EDITH, CHRISTINA; CHRYSTAN, LINDSEY, LEE; HCM HOLDINGS INC.
How much AUM does Elevation Advisory Partners LLC have?
Elevation Advisory Partners LLC reported $226.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Elevation Advisory Partners LLC?
Disclosed owners and executives of Elevation Advisory Partners LLC include HARRISON, JOHN, WARD, MONTHAM HOLDINGS LLC, LYNCH, EDITH, CHRISTINA, CHRYSTAN, LINDSEY, LEE, HCM HOLDINGS INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.