RIA Intel›Advisers›Georgia›ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC.

Advisory

N·ATHENS, GA

Data as of Jan 15, 2026 · Source: SEC Form ADV

Total AUM
$338M
1-Year AUM Growth
+8.0%
3-Year CAGR
+6.3%
Employees
7
Assets Under Management
Total AUM$338M
Discretionary AUM$0
Non-Discretionary AUM$338M
Discretionary %0%
Total Clients585
Team
Total Employees7
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record20
First FilingMar 14, 2013
Latest FilingJan 15, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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