Investment adviser · CRD 329079
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Investment adviser filing (IA)
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
ST. PETERSBURG, FL, United States · Form ADV filed Jun 11, 2026
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 630 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 36 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 445 | $89,025,390 | 83.1% |
| High-net-worth individuals | 12 | $18,084,610 | 16.9% |
Filing source
Form ADV 2112334 · Jun 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
9400 4TH STREET N, SUITE 201ST. PETERSBURG, FL, 33702, United States
CRD 329079
Filing source
Form ADV 2112334 · Jun 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.