Elevation Wealth Management
Elevation Wealth Management is an SEC-registered wealth manager with $259.2M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Elevation Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314604, SEC 801-129736, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $259.2M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 179
- CRD
- 314604
- Ownership
- BECKERING, DARIN, JAY
How much AUM does Elevation Wealth Management have?
Elevation Wealth Management reported $259.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Elevation Wealth Management?
Disclosed owners and executives of Elevation Wealth Management include BECKERING, DARIN, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.