# Elevation Haven Financial

> Elevation Haven Financial is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 315822
- Filed as: ELEVATION HAVEN FINANCIAL
- Legal name: Elevation Haven Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315822
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-haven-financial-315822

## Quick answers

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

**Is Elevation Haven Financial registered with the SEC or a state?**
Elevation Haven Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315822.

**How much does Elevation Haven Financial manage?**
Elevation Haven Financial reports $14,986,379 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Elevation Haven Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (7).

**Does Elevation Haven Financial 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/315822

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,986,379
- Discretionary: $14,986,379
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $12,008,880 |
| High net worth individuals | 7 | $2,977,499 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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. Elevation Haven Financial (CRD 315822): Form ADV filing data as of October 2026.