Falists
← Back to search

ELEVATED PRIVATE WEALTH

ELEVATED PRIVATE WEALTH, LLC

CRD 335270 · SEC 801-132241

Visit website

NC, United States

Phone

715-797-3358

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$122.7M

Discretionary AUM

$120.8M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals72$23.0M
High net worth individuals40$99.7M

States served

NC, SC, WI, FL

All web addresses on file

Official SEC filing: View on IAPD