Elevation Advisory Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 23, 2026, reports $226M in regulatory assets under management, 5 employees, 2 offices, and 1,007 accounts.
Assets Under Management
$226M
Employees
5
Offices
2 offices
Total Clients
378
Primary office
ORLANDO, FL
3505 LAKE LYNDA DRIVE, SUITE 200, ORLANDO, FL, United States
Top client segmentIndividuals represent 84.7% of total clients.
Top client categories% of clientsClients
1
Individuals
84.7%
320
2
HNWI
15.3%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 23, 2026
Discretionary100.0%
$226M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226M
Total Accounts1,007
10Y AUM Change+$226M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee76:1
10Y Employee Change+2 (+66.7%)
* 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.