Investment adviser · CRD 291805
PROTECTION POINT ADVISORS
Investment adviser filing (IA)
EWG ELEVATE INC.
ROSEVILLE, CA, United States · Form ADV filed Mar 11, 2025
- Regulatory AUM
- $578M Form ADV · Item 5.F
- Client accounts
- 1,620 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 13 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 |
|---|---|---|---|
| High-net-worth individuals | 198 | $371,189,322 | 64.2% |
| Individuals | 405 | $182,824,592 | 31.6% |
| Other clients | 21 | $19,814,743 | 3.4% |
| Pooled investment vehicles | 42 | $4,525,000 | 0.8% |
Filing source
Form ADV 1945907 · Mar 11, 2025 · 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: Mar 11, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3200 DOUGLAS BLVD, STE. 305ROSEVILLE, CA, 95661, United States
CRD 291805
Filing source
Form ADV 1945907 · Mar 11, 2025 · 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.