Elevate Wealth Advisory, Inc.
● SEC registered since 2013CRD 149713SEC# 801-77776Athens, GA
Reg. AUM
$385.5M
Employees
13
Accounts
1,706
Location
Athens, GA
Elevate Wealth Advisory, Inc. assets under management
Elevate Wealth Advisory, Inc. is an investment advisory firm registered with the SEC based in Athens, GA. The firm has been registered since 2013. It reports $385.5 million in regulatory assets under management and employs 13 people.
Elevate Wealth Advisory, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clarke Cameron Holt Control | Chief Compliance Officer | Under 5% | 2026 |
| Cynthia Deanne Rosso Control | President, Ceo | Over 75% | 2018 |
Frequently asked questions
How much does Elevate Wealth Advisory, Inc. manage?
Elevate Wealth Advisory, Inc. reports $385.5 million in regulatory assets under management on its Form ADV.
How many employees does Elevate Wealth Advisory, Inc. have?
Elevate Wealth Advisory, Inc. reports 13 employees.
Where is Elevate Wealth Advisory, Inc. located?
Elevate Wealth Advisory, Inc. is based in Athens, GA and has been SEC-registered since 2013.
Does Elevate Wealth Advisory, Inc. disclose fund performance?
Elevate Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Daniells Bridge Rd, Building 200, Suite 2b, Athens, GA 30606 |
| Phone | 706-353-2728 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$385.5M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$385.5Mregulatory AUM
Discretionary $0Non-discretionary $385.5M