# Elevated Wealth Strategies LLC

> Elevated Wealth Strategies LLC is a state-registered investment advisory firm in Westlake Village, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 336633
- Filed as: ELEVATED WEALTH STRATEGIES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336633
- AdvisorCensus page: https://advisorcensus.com/firm/elevated-wealth-strategies-llc-westlake-village-ca-336633

## Quick answers

**How is Elevated Wealth Strategies LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elevated Wealth Strategies LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Elevated Wealth Strategies LLC located?**
Elevated Wealth Strategies LLC's principal office is in Westlake Village, CA, according to its Form ADV.

**Is Elevated Wealth Strategies LLC registered with the SEC or a state?**
Elevated Wealth Strategies LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336633.

**How much does Elevated Wealth Strategies LLC manage?**
Elevated Wealth Strategies LLC reports $23,880,000 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**Does Elevated Wealth Strategies 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/336633

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,880,000
- Discretionary: $23,880,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $23,880,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevated Wealth Strategies LLC (CRD 336633): Form ADV filing data as of October 2026.