Newport Beach, CA Macarthur Court Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Elevate Wealth Advisors, LLC
Team
Firm-wide stats for Elevate Wealth Advisors, LLC
About
Elevate Wealth Advisors, LLC is a state‑registered investment adviser that provides discretionary investment management, portfolio trading, and rebalancing for individual and high‑net‑worth clients; it also offers assets‑under‑advisement services in some circumstances. The firm manages separate accounts and, when appropriate, recommends participation in private investment vehicles it manages.
Elevate emphasizes an active, adaptive approach grounded primarily in fundamental analysis while tailoring portfolios to each client’s objectives and allowing reasonable, written investment restrictions; it generally exercises day‑to‑day discretionary authority. The firm may use hedging and derivatives strategies (including options, ETFs, futures) and may employ leverage as authorized by clients, with periodic reviews and rebalancing.
Distinctive relative to many team‑category peers, Elevate serves as investment manager to a pooled private fund through an affiliated general partner and implements an ETF call‑option long/short strategy to generate option premium income, receiving management and performance allocations; fund participation is limited to accredited investors and recommended on a non‑discretionary basis with full disclosure and counsel recommendations to address conflicts. The firm’s formation as a joint venture and current ownership by an affiliated financial and insurance services company — whose principals are licensed insurance agents — creates an uncommon affiliation for a firm of this size, although the advisory entity states it does not transact insurance products.
Based on Elevate Wealth Advisors, LLC
Expertise
Based on Elevate Wealth Advisors, LLC
Location
4675 Macarthur Court, Suite 1430
Newport Beach CA 92660
Advisors at this office
4
Advisors at this office
Jack J
Series 65
Newport Beach, CA
Elevate Wealth Advisors, LLC
Jack Jentz is a financial advisor at Elevate Wealth Advisors, LLC in Newport Beach, CA, holding a Series 65 credential. He has been with Elevate Wealth Advisors since 2025 and is also associated with Elevate Financial Partners, LLC. Jentz has a background as a student at UC Santa Barbara and has experience volunteering at the Indianapolis Community Center. Elevate Wealth Advisors, LLC provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients, focusing on an active, adaptive investment approach based primarily on fundamental analysis. The firm manages separate accounts and offers access to private investment vehicles, including a pooled private fund employing an ETF call-option long/short strategy.
Jason R
Series 66
Newport Beach, CA
Elevate Wealth Advisors, LLC
Jason Rotman is a financial advisor at Elevate Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance, and other financial firms. Outside of his advisory role, he is also involved with Elevate Financial & Insurance Services, LLC as an insurance agent. Elevate Wealth Advisors, LLC is a state-registered investment adviser serving individual and high-net-worth clients with discretionary investment management and portfolio services. The firm employs an active, fundamental analysis-based approach and offers specialized strategies, including a private fund with an ETF call-option long/short strategy for accredited investors.
Cody C
Series 65
Newport Beach, CA
Elevate Wealth Advisors, LLC
Cody Cousens is a financial advisor at Elevate Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Elevate Wealth Advisors, he held positions at 174 Power Global, Shield Home Loans, Flower Child, and Jack's Surfboards. He completed his studies at the University of Wisconsin-Madison in 2026. Elevate Wealth Advisors is a state-registered investment adviser that provides discretionary investment management, portfolio trading, and rebalancing services for individual and high-net-worth clients. The firm employs an active, adaptive strategy focused on fundamental analysis and customizes portfolios to client objectives, including the use of hedging, derivatives, and leverage when authorized.
Michael T
Series 65
Newport Beach, CA
Elevate Wealth Advisors, LLC
Michael Thibodeaux is a financial advisor with Elevate Wealth Advisors, LLC in Newport Beach, CA. He holds a Series 65 designation and has been working in the financial services industry since 2020, including roles at World Financial Group and Elevate Financial Partners. Elevate Wealth Advisors, LLC provides discretionary investment management and portfolio trading for individual and high-net-worth clients. The firm employs an active, adaptive investment approach focused on fundamental analysis and offers participation in a private fund utilizing an ETF call-option long/short strategy.
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