Elevation Wealth Management, LLC
● SEC registered since 2024CRD 314604SEC# 801-129736
Reg. AUM
$259.2M
Employees
2
Accounts
696
Location
—
Elevation Wealth Management, LLC assets under management
Elevation Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $259.2 million in regulatory assets under management and employs 2 people.
Elevation Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darin Jay Beckering Control | President And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Elevation Wealth Management, LLC manage?
Elevation Wealth Management, LLC reports $259.2 million in regulatory assets under management on its Form ADV.
How many employees does Elevation Wealth Management, LLC have?
Elevation Wealth Management, LLC reports 2 employees.
Does Elevation Wealth Management, LLC disclose fund performance?
Elevation Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 952-905-3042 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$259.2M▲ 129%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$259.2Mregulatory AUM
Discretionary $259.2M