Elevate Planners, LLC
● SEC registered since 2026CRD 332251SEC# 801-134828
Reg. AUM
$25.9M
Employees
1
Accounts
133
Location
—
Elevate Planners, LLC assets under management
Elevate Planners, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2026. It reports $25.9 million in regulatory assets under management and employs 1 people.
Elevate Planners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Oleg N. Zviagin Control | Principal/Chief Compliance Officer/Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Elevate Planners, LLC manage?
Elevate Planners, LLC reports $25.9 million in regulatory assets under management on its Form ADV.
How many employees does Elevate Planners, LLC have?
Elevate Planners, LLC reports 1 employees.
Does Elevate Planners, LLC disclose fund performance?
Elevate Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 347-506-6061 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$25.9MNo change
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$25.9Mregulatory AUM
Discretionary $25.9M