RIA Intel›Advisers›California›ELEVATE WEALTH MANAGEMENT, L.L.C.

ELEVATE WEALTH MANAGEMENT, L.L.C.

Advisory

CA

Data as of May 6, 2026 · Source: SEC Form ADV

Rank in CA

#4,553

of 5,480 advisers by AUM

Average account

$128K

across 96 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed May 6, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$10M

Non-Discretionary AUM$3M

Discretionary %78.9%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

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.

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Owners & Officers

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

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Client Demographics

13 clients

5 high-net-worth

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

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