A complete list of active advisors currently associated with Elevate Wealth Management, L.L.C.

Warmer can help you find a great advisor at Elevate Wealth Management, L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elevate Wealth Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Clayton Earle	San Francisco, CA	9

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