Elevate Wealth Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Athens, GA. Its latest Form ADV filing, dated March 19, 2026, reports $386M in regulatory assets under management, 13 employees, and 1,706 accounts.
Assets Under Management
$386M
Employees
13
Offices
--
Total Clients
635
Primary office
ATHENS, GA
2500 DANIELLS BRIDGE RD, BUILDING 200, SUITE 2B, ATHENS, GA, United States
Top client segmentIndividuals represent 79.7% of total clients.
Top client categories% of clientsClients
1
Individuals
79.7%
506
2
HNWI
16.9%
107
3
Charitable
1.9%
12
4
Pension Plans
1.4%
9
5
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$386M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$386M
Total Accounts1,706
10Y AUM Change+$184M (+91.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee49:1
10Y Employee Change+5 (+62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.