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ELEVATE INVESTMENT MANAGEMENT, LLC
CRD 337862
16220 N. SCOTTSDALE ROAD, SUITE 300, SCOTTSDALE, AZ, 85254, United States
Phone
480-916-8620
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$36.8M
Discretionary AUM
$36.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $840K |
| High net worth individuals | 9 | $35.9M |
All web addresses on file
Official SEC filing: View on IAPD