RIA Intel›Advisers›California›ELEVATE WEALTH ADVISORS, LLC

ELEVATE WEALTH ADVISORS, LLC

Advisory

NEWPORT BEACH, CA

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in CA

#3,951

of 5,480 advisers by AUM

Average account

$247K

across 119 accounts

AUM per adviser

$7M

4 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients84

Team

Total Employees8

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, DE, TX, WY

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

84 clients

11 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

PANTOJA, FRANCISCO JAVIER

$29M

VISIONLINK FINANCIAL ADVISORS, INC.

$29M

SYLVIA SHIU HAN KWAN

$29M

ARCANO CAPITAL USA, INC.

NEWPORT BEACH, CA

$29M

SCION CAPITAL, LLC

$29M

FAMILY INVESTMENT MANAGEMENT L.P.

$29M

Get the full picture on ELEVATE WEALTH ADVISORS, LLC

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

Create a free account →See plans