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TEAM ELEVATED ASSET MANAGEMENT, LLC

Advisory

THOUSAND OAKS, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,842
of 5,480 advisers by AUM
Average account
$435K
across 78 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$34M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients71
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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