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| Keyboard |
| Elevate Financial Planning and Wealth Management LLC
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|---|---|
| CRD # | 329079 |
| SEC # | 801-135497 |
| CIK # | |
| AUM | 107.1 M (2026-06-11) |
| Employees | 38 (95% Investors, 11% Brokers) |
| Phone | 727-478-8886 |
| Address | 9400 4th Street N St Petersburg, FL 33702 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 89.0 |
| (b) Individuals (high net worth individuals) | 12 | 18.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 630 | 107.1 |
| By Discretionary | ||
| Discretionary | 630 | 107.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 107.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.1 | |
| Total | 630 | 107.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
North Bay Wealth Management
✚
|
CA | 107.3 M |
|
Strickler Investment Services LLC
✚
|
MI | 107.3 M |
|
Omnitrust Wealth Management Inc
✚
|
FL | 107.2 M |
|
Martin Wealth Management
✚
|
107.1 M | |
|
Ardenwood Advisors LLC
✚
|
107.1 M | |
|
Jackson Wealth Management LLC
✚
|
CO | 107.0 M |
|
DC Capital Management LLC
✚
|
107.0 M | |
|
Trusco Investment Management LLC
✚
|
TN | 107.0 M |
|
KJ Capital Management LLC
✚
|
107.0 M | |
|
Endure Capital LLC
✚
|
CA | 106.9 M |