Elevate Wealth LLC

Founded in 2025 and operating since 2026, Elevate Wealth LLC serves individuals, high-net-worth clients, and various entities including trusts, estates, partnerships, limited liability companies, and corporations. The firm provides discretionary asset management alongside comprehensive financial planning and consulting, with dedicated service tracks for executive, ultra-high-net-worth, and highly complex multi-entity situations.

The firm employs a mix of fundamental analysis, Modern Portfolio Theory, and passive/index approaches to construct and monitor portfolios and typically manages accounts on a discretionary basis while integrating planning into ongoing advice. Like many independent advisors it uses percentage-of-assets management fees and requires an initial financial plan before engaging in ongoing planning; the brochure also discloses a $1,000,000 account minimum and reported no assets under management as of May 21, 2026.

Noteworthy differences from many peers include the principal’s continued, affiliated insurance business that consumes more than half of the principal’s time and results in potential commission-based compensation, and a planning practice structured around high-touch engagements with upfront or monthly-in-advance billing for ongoing services. The firm also emphasizes coordination with outside professionals for trust, tax, and estate matters and discloses that it does not vote client proxies, which may contrast with larger advisory firms.