ELEVATE WEALTH ADVISORY, INC.

CRD 149713File 801-77776

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$385.5M

Below cohort median (national)

Discretionary AUM

Non-discretionary $385.5M

Clients

635

1,706 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Apr 1, 2013
Principal office: 2500 DANIELLS BRIDGE RD, BUILDING 200, SUITE 2B, ATHENS, GA, 30606
Phone: 706-353-2728
Website: https://elevate-wealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $385.5M
Discretionary AUM: $0
Non-discretionary AUM: $385.5M
Discretionary accounts: 0
Non-discretionary accounts: 1,706
Total accounts: 1,706
AUM per client: $607K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$95K
Charitable organizations	12	$3.2M
High net worth individuals	107	$249.7M
Pension and profit sharing plans	9	$9.3M
Individuals (other than high net worth individuals)	506	$123.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.