# Elevated Private Wealth

> 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.

- CRD: 335270
- Filed as: ELEVATED PRIVATE WEALTH
- Legal name: Elevated Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335270
- AdvisorCensus page: https://advisorcensus.com/firm/elevated-private-wealth-335270

## Quick answers

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

**Is Elevated Private Wealth registered with the SEC or a state?**
Elevated Private Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335270.

**How much does Elevated Private Wealth manage?**
Elevated Private Wealth reports $122,688,111 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (98% discretionary).

**How have Elevated Private Wealth's assets and staff changed since 2025?**
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.

**What types of clients does Elevated Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (40).

**Which custodians does Elevated Private Wealth use?**
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.

**Does Elevated Private Wealth report any disciplinary disclosures?**
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

**Does Elevated Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Elevated Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $122,688,111
- Discretionary: $120,787,118
- Non-discretionary: $1,900,993

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $22,967,343 |
| High net worth individuals | 40 | $99,720,768 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, SC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevatedprivatewealth.com
- LinkedIn @elevatedprivatewealth.COM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $108,558,811 | 4 | July 21, 2025 |
| October 2026 | $122,688,111 | 4 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TX.

### February 2026
- 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).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevated Private Wealth (CRD 335270): Form ADV filing data as of October 2026.