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TEAM ELEVATED ASSET MANAGEMENT
TEAM ELEVATED ASSET MANAGEMENT, LLC
CRD 321979
100 E THOUSAND OAKS BLVD, SUITE 140, THOUSAND OAKS, CA, 91360, United States
Phone
213-378-0072
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.9M
Discretionary AUM
$33.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $4.4M |
| High net worth individuals | 19 | $15.2M |
| Corporations/business entities | 4 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD