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ELEVATE WEALTH ADVISORY, INC.
CRD 149713File 801-77776
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$385.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $385.5M
Clients
635
1,706 accounts
Employees
13
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Clients | 585 | 635 | increased by50 |
| Apr 1, 2026 | AUM | $338,136,673 | $385,513,316 | increased by$47,376,643 |
| Apr 1, 2026 | Accounts | 1,649 | 1,706 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 564 | 585 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $312,545,715 | $338,136,673 | increased by$25,590,958 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,598 | 1,649 | increased by51 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 552 | 564 | increased by12 |
| Apr 1, 2022 | AUM | $261,347,199 | $312,545,715 | increased by$51,198,516 |
| Apr 1, 2022 | Accounts | 1,601 | 1,598 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEVATE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVATE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.