Elevated Private Wealth
Elevated Private Wealth is an SEC-registered wealth manager with $122.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Elevated Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335270, SEC 801-132241, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $122.7M (2026-01-22)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 112
- CRD
- 335270
- Ownership
- Dupart, Dustin, Raymond; SHARRATT, CHRISTINE, MARIE; DRANGSTVEIT, TODD, LARRY; BYSTOL, TROY, ALLEN
How much AUM does Elevated Private Wealth have?
Elevated Private Wealth reported $122.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Elevated Private Wealth?
Disclosed owners and executives of Elevated Private Wealth include Dupart, Dustin, Raymond, SHARRATT, CHRISTINE, MARIE, DRANGSTVEIT, TODD, LARRY, BYSTOL, TROY, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.