Firm profile

ELEVAGE PARTNERS, LLC

RENO, NVCRD 158386Latest ADV March 27, 2026

Elevage Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 27, 2026, reports $155M in regulatory assets under management, 8 employees, 6 offices, and 790 accounts.

Assets Under Management
$155M
Employees
8
Offices
6 offices
Total Clients
368
Primary office
RENO, NV
5470 KIETZKE LANE, SUITE 300, RENO, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLori D. Powell
CCOJeffery D. Powell

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 92.9% of total clients.
Top client categories% of clientsClients
1
Individuals
92.9%
342
2
HNWI
6.3%
23
3
Corporations
0.8%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$155Mas of March 27, 2026
Discretionary93.7%
$145M
94% of total RAUM93.7%
Non-discretionary6.3%
$10M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$155M
Total Accounts790
10Y AUM Change$-70M (-31.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee46:1
10Y Employee Change-2 (-20.0%)

* 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.