{
  "crd_number": 314604,
  "slug": "elevation-wealth-management-314604",
  "primary_business_name": "ELEVATION WEALTH MANAGEMENT",
  "legal_name": "ELEVATION WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-03-22",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 259218573.0,
  "raum_discretionary": 259218573.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36512487.0,
      "count": 86
    },
    "high_net_worth_individuals": {
      "raum": 222706086.0,
      "count": 93
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "MN",
    "NE",
    "TX"
  ],
  "websites": [
    "https://elkhourywealth.com",
    "https://facebook.com/p/Elevation-Wealth-Management-61556645674588",
    "https://linkedin.com/company/elevationwealthmanagement",
    "https://linkedin.com/in/darinbeckering",
    "https://myelevationwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314604",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/elevation-wealth-management-314604",
  "display_name": "Elevation Wealth Management",
  "summary": "Elevation Wealth Management is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Elevation Wealth Management (CRD 314604): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Elevation Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevation Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Elevation Wealth Management registered with the SEC or a state?",
      "a": "Elevation Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 314604."
    },
    {
      "q": "How much does Elevation Wealth Management manage?",
      "a": "Elevation Wealth Management reports $259,218,573 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Elevation Wealth Management's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Elevation Wealth Management: Regulatory assets under management: $113,405,739 in the October 2024 data and $259,218,573 in the October 2026 data, up 129%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Elevation Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (93); individuals (other than high net worth individuals) (86)."
    },
    {
      "q": "Which custodians does Elevation Wealth Management use?",
      "a": "Elevation Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevation Wealth Management 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/314604"
    },
    {
      "q": "What changed in Elevation Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $175,426,647 to $259,218,573 (+48%). Employees performing advisory functions went from 3 to 2. Added an office in Boston, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 113405739.0,
      "total_employees": 2,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 175426647.0,
      "total_employees": 3,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 259218573.0,
      "total_employees": 2,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $175,426,647 to $259,218,573 (+48%).",
        "Employees performing advisory functions went from 3 to 2.",
        "Added an office in Boston, MA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/elevation-wealth-management-314604.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 36512487.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 93,
      "fewer_than_5": false,
      "raum": 222706086.0
    }
  ],
  "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/314604",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}