{
  "crd_number": 335270,
  "slug": "elevated-private-wealth-335270",
  "primary_business_name": "ELEVATED PRIVATE WEALTH",
  "legal_name": "ELEVATED PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-28",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 122688111.0,
  "raum_discretionary": 120787118.0,
  "raum_non_discretionary": 1900993.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 22967343.0,
      "count": 72
    },
    "high_net_worth_individuals": {
      "raum": 99720768.0,
      "count": 40
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "SC",
    "TX",
    "WI"
  ],
  "websites": [
    "https://elevatedprivatewealth.com",
    "https://linkedin.com/company/elevatedprivatewealth.COM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335270",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/elevated-private-wealth-335270",
  "display_name": "Elevated Private Wealth",
  "summary": "Elevated Private Wealth is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Elevated Private Wealth (CRD 335270): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Elevated Private Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevated Private Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Elevated Private Wealth registered with the SEC or a state?",
      "a": "Elevated Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335270."
    },
    {
      "q": "How much does Elevated Private Wealth manage?",
      "a": "Elevated Private Wealth reports $122,688,111 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (98% discretionary)."
    },
    {
      "q": "How have Elevated Private Wealth's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Elevated Private Wealth: Regulatory assets under management: $108,558,811 in the October 2025 data and $122,688,111 in the October 2026 data, up 13%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Elevated Private Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (40)."
    },
    {
      "q": "Which custodians does Elevated Private Wealth use?",
      "a": "Elevated Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevated Private Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/335270"
    },
    {
      "q": "Does Elevated Private Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 says: \"There is no minimum account size to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Elevated Private Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 108558811.0,
      "total_employees": 4,
      "filing_date": "2025-07-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122688111.0,
      "total_employees": 4,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $108,558,811 to $122,688,111 (+13%).",
        "Changed its legal name from Elevated Wealth, LLC to Elevated Private Wealth, LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size to open and maintain an advisory account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is no minimum account size to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/elevated-private-wealth-335270.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 22967343.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 99720768.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335270",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}