# Escalator Wealth Advisors

> Escalator Wealth Advisors is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 342774
- Filed as: ESCALATOR WEALTH ADVISORS
- Legal name: Escalator Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342774
- AdvisorCensus page: https://advisorcensus.com/firm/escalator-wealth-advisors-342774

## Quick answers

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

**Is Escalator Wealth Advisors registered with the SEC or a state?**
Escalator Wealth Advisors is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342774.

**How much does Escalator Wealth Advisors manage?**
Escalator Wealth Advisors reports $0 in regulatory assets under management in its Form ADV filing dated June 9, 2026.

**Does Escalator Wealth Advisors 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/342774

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bsky.app/profile/escalatorwealth
- escalatorwealth.com
- escalatorwealth.substack.com
- mastodon.social/@escalator_wealth
- reddit.com/u/escalator_wealth
- Instagram @escalatorwealth
- LinkedIn @escalator-wealth-advisors
- TikTok @escalatorwealth
- X @escalatorwealth
- YouTube @UC8mbevQYsIOg8zGrWuSed7A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Escalator Wealth Advisors (CRD 342774): Form ADV filing data as of October 2026.