Ewg Elevate Inc.
CRD 291805SEC# 801-113898Roseville, CA
No longer SEC-registered. Ewg Elevate Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$578.4M
Employees
23
Accounts
1,620
Location
Roseville, CA
Ewg Elevate Inc. assets under management
Ewg Elevate Inc. is an investment advisory firm registered with the SEC based in Roseville, CA. It reports $578.4 million in regulatory assets under management and employs 23 people.
Ewg Elevate Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Jude Clarke Control | Vice President | 25-50% | 2018 |
| Richard Lee Watson Control | President And Chief Compliance Officer | 50-75% | 2018 |
| Stephen Michael Holmes | Portfolio Administration & Branch Supervision | Under 5% | 2018 |
Frequently asked questions
How much does Ewg Elevate Inc. manage?
Ewg Elevate Inc. reports $578.4 million in regulatory assets under management on its Form ADV.
How many employees does Ewg Elevate Inc. have?
Ewg Elevate Inc. reports 23 employees.
Where is Ewg Elevate Inc. located?
Ewg Elevate Inc. is based in Roseville, CA.
Does Ewg Elevate Inc. disclose fund performance?
Ewg Elevate Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3200 Douglas Blvd, Ste. 305, Roseville, CA 95661 |
| Office hours | 8:30a.m.- 4:30p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$578.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$578.4Mregulatory AUM
Discretionary $558.5MNon-discretionary $19.8M