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| Happy Holidays!! thanks for using AUM13F!! |
| Elevate Wealth Advisory Inc
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|---|---|
| CRD # | 149713 |
| SEC # | 801-77776 |
| CIK # | 0002011651 |
| AUM | $338.1 M (2025-03-28) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 706-353-2728 |
| Address | 2500 Daniells Bridge Rd Athens, GA 30606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Fortinet Inc | 1.3 | ||
| Caterpillar Inc | 1.1 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 113.9 |
| (b) Individuals (high net worth individuals) | 103 | 211.5 |
| (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 | 8 | 9.5 |
| (h) Charitable organizations | 6 | 3.3 |
| (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 | 1,649 | 338.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,649 | 338.1 |
| Total | 1,649 | 338.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.1 | |
| Total | 1,649 | 338.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011651] |
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|---|---|---|
|
Wolff Wiese Magana LLC
✚
|
CA | 0.3 |
|
Smedley Financial Services Inc
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UT | 0.3 |
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One Degree Advisors Inc
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CA | 0.3 |
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Brooklyn FI LLC
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NY | 0.3 |
|
Pinnacle Family Advisors LLC
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MO | 0.3 |
|
Alternative Investment Advisors LLC
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FL | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
Baron Financial Group LLC
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|
NJ | 0.3 |
|
Grandview Asset Management LLC
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|
PA | 0.3 |
|
Legend Financial Advisors Inc
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|
PA | 0.3 |