RIA Intel›Advisers›California›EWG ELEVATE INC.

EWG ELEVATE INC.

Advisory

N·ROSEVILLE, CA

Data as of Mar 15, 2024 · Source: SEC Form ADV

Total AUM

$578M

1-Year AUM Growth

+18.0%

3-Year CAGR

+11.6%

Employees

13

Assets Under Management

Total AUM$578M

Discretionary AUM$559M

Non-Discretionary AUM$20M

Discretionary %96.6%

Total Clients666

Team

Total Employees13

Investment Advisers23

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingJul 26, 2018

Latest FilingMar 15, 2024

🔒 Full AUM trend chart and 42 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EWG ELEVATE INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.