EWG Elevate Inc

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Assets, Funds, Holdings

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EWG Elevate Inc
CRD #291805
SEC #801-113898
CIK #0001765278
AUM $464.8 MM (2023-03-20)
Employees 27 (100% Investors, 0% Brokers)
Phone916-367-4540
Address1075 Creekside Ridge Drive
Roseville, CA 95678
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002010201420192024
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GLD 13.1
IRM 14,284.0 6.9
AMZN 1,092,997.8 6.9
WPC 16,425.3 6.1
 
 
 
 
 
 
 
Holdings by Sector ($MM)
3002401801206002019202020222024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 909 97.0
(b) Individuals (high net worth individuals) 469 313.7
(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 41 4.5
(g) Pension and profit sharing plans 2 1.5
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 5 2.1
(k) Insurance companies 24 7.6
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 15 38.4
Total 1,378 464.8
By Discretionary
Discretionary 1,297 441.4
Non-Discretionary 81 23.4
Total 1,378 464.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 464.8
Total 1,378 464.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001765278]
Comparable Firms State AUM ($BB)
E & G Advisors LP
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Clearbrook Investment Consulting LLC
CT 0.5
EagleClaw Capital Management LLC
MA 0.5
WMG Financial Advisors LLC
TN 0.5
RTW Financial Advisors Inc
TX 0.5
CORA Capital Advisors LLC
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Skinner Copper & Ehmen Wealth Management LLC
IL 0.5
Prestige Wealth Management Group LLC
NJ 0.5
MMA Asset Management LLC
PA 0.5
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