Elevate Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,158,855
Clients
12
Advisors
1
of 1 employees
About
Elevate Wealth Management, L.L.C. provides ongoing portfolio management and related advisory services to individuals, high‑net‑worth clients, charitable organizations and 401(k) plan sponsors. The firm documents client goals and constraints in an investment policy statement and typically operates with discretionary trading authority to implement those plans.
The firm’s investment process draws on a mix of fundamental, quantitative, technical/charting, cyclical and modern portfolio theory analyses and employs both long‑ and short‑term trading approaches, including use of options, margin and short sales. Portfolios may include a wide range of instruments—mutual funds, ETFs, REITs, private equity, hedge funds, venture capital, commodities and private placements—and accounts are reviewed at least quarterly with monthly custodian reporting to clients.
Distinctive for a single‑advisor, small independent firm, Elevate serves pension/profit‑sharing clients (401(k) plan sponsors) in addition to individual clients, and it engages with complex or illiquid investments such as private placements and real estate projects in which the firm or related persons may have material financial interests (client approval is obtained when required). The brochure also discloses the firm’s use of institutional custody and research arrangements and the potential for conflicts from personal trading or acceptance of soft‑dollar benefits, which the firm documents and seeks to manage.
Client services
Expertise
Fee options
Negotiated flat fees for clients below minimum asset thresholds.
0.20% - 2.50% annually
Minimum fee: Flat fees are negotiated for clients whose assets do not meet minimum requirements. Fee-only: Portfolio management fees based on assets under management, generally negotiable flat fees for smaller accounts.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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