Elevate Financial Planning and Wealth Management LLC
● SEC registered since 2026CRD 329079SEC# 801-135497St. Petersburg, FL
Reg. AUM
$107.1M
Employees
38
Accounts
630
Location
St. Petersburg, FL
Elevate Financial Planning and Wealth Management LLC assets under management
Elevate Financial Planning and Wealth Management LLC is a registered investment adviser overseen by the SEC based in St. Petersburg, FL. The firm has been registered since 2026. It reports $107.1 million in regulatory assets under management and employs 38 people.
Elevate Financial Planning and Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph Athens Control | Member/Manager/Managing Partner/Chief Compliance Officer | 25-50% | 2023 |
| Dillon Joseph Nemeth Control | Member/Manager/Managing Partner | 25-50% | 2023 |
| Jonathan David Colquitt Control | Member/Manager/Managing Partner | 25-50% | 2023 |
Frequently asked questions
How much does Elevate Financial Planning and Wealth Management LLC manage?
Elevate Financial Planning and Wealth Management LLC reports $107.1 million in regulatory assets under management on its Form ADV.
How many employees does Elevate Financial Planning and Wealth Management LLC have?
Elevate Financial Planning and Wealth Management LLC reports 38 employees.
Where is Elevate Financial Planning and Wealth Management LLC located?
Elevate Financial Planning and Wealth Management LLC is based in St. Petersburg, FL and has been SEC-registered since 2026.
Does Elevate Financial Planning and Wealth Management LLC disclose fund performance?
Elevate Financial Planning and Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9400 4th Street N, Suite 201, St. Petersburg, FL 33702 |
| Phone | 727-478-8886 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$107.1MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$107.1Mregulatory AUM
Discretionary $107.1M