Elevate Planners
Elevate Planners is an SEC-registered ria with $25.9M assets under management (AUM, regulatory AUM), +161% over one year. See who owns Elevate Planners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332251, SEC 801-134828, data through 2025-12-15.
- AUM (assets under management / regulatory AUM)
- $25.9M (2025-12-15)
- Firm type
- Ria
- Employees
- 1
- Clients
- 44
- CRD
- 332251
- Ownership
- ZVIAGIN, OLEG, N.
How much AUM does Elevate Planners have?
Elevate Planners reported $25.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-15).
Who owns Elevate Planners?
Disclosed owners and executives of Elevate Planners include ZVIAGIN, OLEG, N.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.