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| Elevated Wealth LLC
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|---|---|
| CRD # | 335270 |
| SEC # | 801-132241 |
| CIK # | 0002083411 |
| AUM | 122.7 M (2026-01-22) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 715-797-3358 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.4 | ||
| Apple Inc | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| Microsoft Corp | 2.5 | ||
| Amazon Com Inc | 2.4 | ||
| Fedex Corp | 2.4 | ||
| UnitedHealth Group Inc | 2.3 | ||
| Schwab Charles Corp | 2.1 | ||
| Lam Research Corp | 1.9 | ||
| Visa Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 23.0 |
| (b) Individuals (high net worth individuals) | 40 | 99.7 |
| (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 | 361 | 122.7 |
| By Discretionary | ||
| Discretionary | 355 | 120.8 |
| Non-Discretionary | 6 | 1.9 |
| Total | 361 | 122.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.7 | |
| Total | 361 | 122.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083411] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Fifit LLC
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123.1 M | |
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Worth Financial Group Inc
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TX | 122.8 M |
|
Legacy Financial Services Group Inc
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MI | 122.8 M |
|
Contango Wealth Management LLC
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CA | 122.8 M |
|
RALL Capital Management Inc
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FL | 122.7 M |
|
TC Financial Management Co Inc
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|
UAK Diversified LLC
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122.7 M | |
|
Kahn Financial Group Inc
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|
FL | 122.6 M |
|
Trillium Investments LLC
✚
|
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|
Lionsbridge Wealth Management LLC
✚
|
FL | 122.4 M |