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ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Legal name: ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
CRD 329079File 801-135497
APPROVED
Retail clients
Disclosure events
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$107.1M
Bottom 25% of cohort (national)
Discretionary AUM
$107.1M
Clients
457
630 accounts
Employees
38
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 6, 2026
- Principal office
- 9400 4TH STREET N, SUITE 201, ST. PETERSBURG, FL, 33702
- Phone
- 727-478-8886
- Website
- https://www.elevatefpwm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.1M
- Discretionary AUM
- $107.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 630
- Non-discretionary accounts
- 0
- Total accounts
- 630
- AUM per client
- $234K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $18.1M |
| Individuals (other than high net worth individuals) | 445 | $89.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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- Q11A1
- Q11A2
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.