# Elevate Wealth Advisors, LLC

> Elevate Wealth Advisors, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 323825
- Filed as: ELEVATE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323825
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-wealth-advisors-llc-newport-beach-ca-323825

## Quick answers

**How is Elevate Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elevate Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Elevate Wealth Advisors, LLC located?**
Elevate Wealth Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Elevate Wealth Advisors, LLC registered with the SEC or a state?**
Elevate Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323825.

**How much does Elevate Wealth Advisors, LLC manage?**
Elevate Wealth Advisors, LLC reports $29,445,296 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Elevate Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); corporations or other businesses not listed above (13); high net worth individuals (11).

**Does Elevate Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323825

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $29,445,296
- Discretionary: $29,445,296
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $16,165,888 |
| High net worth individuals | 11 | $2,963,746 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 13 | $10,315,662 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevatefinsvcs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Wealth Advisors, LLC (CRD 323825): Form ADV filing data as of October 2026.