# Team Elevated Asset Management

> Team Elevated Asset Management is a state-registered investment advisory firm in Thousand Oaks, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 321979
- Filed as: TEAM ELEVATED ASSET MANAGEMENT
- Legal name: Team Elevated Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321979
- AdvisorCensus page: https://advisorcensus.com/firm/team-elevated-asset-management-thousand-oaks-ca-321979

## Quick answers

**How is Team Elevated Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Team Elevated Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Team Elevated Asset Management located?**
Team Elevated Asset Management's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is Team Elevated Asset Management registered with the SEC or a state?**
Team Elevated Asset Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321979.

**How much does Team Elevated Asset Management manage?**
Team Elevated Asset Management reports $33,902,324 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Team Elevated Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (19); corporations or other businesses not listed above (4).

**Does Team Elevated Asset Management 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/321979

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,902,324
- Discretionary: $33,902,324
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $4,449,056 |
| High net worth individuals | 19 | $15,186,748 |
| Charitable organizations | Fewer than 5 | $2,294,843 |
| Corporations or other businesses not listed above | 4 | $11,971,677 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- teamelevatedam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Team Elevated Asset Management (CRD 321979): Form ADV filing data as of October 2026.