Elevate Financial Planning And Wealth Management
Elevate Financial Planning And Wealth Management is an SEC-registered mass-market adviser in St. Petersburg, FL with $107.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Elevate Financial Planning And Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329079, SEC 801-135497, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $107.1M (2026-06-11)
- Firm type
- Mass-Market Adviser
- Location
- St. Petersburg, FL
- Employees
- 38
- Clients
- 457
- CRD
- 329079
- Ownership
- Athens, Christopher, Joseph; Nemeth, Dillon, Joseph; Colquitt, Jonathan, David
How much AUM does Elevate Financial Planning And Wealth Management have?
Elevate Financial Planning And Wealth Management reported $107.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Elevate Financial Planning And Wealth Management?
Disclosed owners and executives of Elevate Financial Planning And Wealth Management include Athens, Christopher, Joseph, Nemeth, Dillon, Joseph, Colquitt, Jonathan, David. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.