Elevated Private Wealth is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 22, 2026, reports $123M in regulatory assets under management, 4 employees, 4 offices, and 361 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
72
2
HNWI
35.7%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of January 22, 2026
Discretionary98.5%
$121M
98% of total RAUM98.5%
Non-discretionary1.5%
$2M
2% of total RAUM1.5%
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.
Total AUM$123M
Total Accounts361
10Y AUM Change+$123M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change0 (0.0%)
* 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.