RIA Intel›Advisers›Arizona›ELEVATE FINANCIAL LLC

ELEVATE FINANCIAL LLC

Advisory

AZ

Data as of Oct 9, 2025 · Source: SEC Form ADV

Average account

$189K

across 47 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 9, 2025.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$5M

Non-Discretionary AUM$4M

Discretionary %56.7%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

51 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

PATEL WEALTH STRATEGIES, INC.

$9M

WEISS, LISBETH KAY

$9M

STONEWALL EQUITIES, LTD.

$9M

1823 WEALTH MANAGEMENT LLC

$9M

ASSET ADMINISTRATION GROUP U S.,INC.

$9M

1 UNION MANAGEMENT, LLC

$9M

Get the full picture on ELEVATE FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ELEVATE FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans