Elevate Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevate Wealth Management is a newly established, state-registered investment adviser that offers investment advisory services and financial planning to individuals and high net worth clients. The firm’s initial filing notes it currently has no assets under management and no active advisors registered with the SEC.
The firm provides both discretionary and non‑discretionary portfolio management tailored to client objectives and risk tolerances, using methods such as asset allocation, dollar‑cost averaging, and a mix of long‑ and short‑term strategies, with accounts reviewed at least quarterly. Elevate also offers financial planning consulting that can be delivered under a separate engagement and is billed on a fixed‑fee or hourly basis rather than exclusively on an asset‑based model.
Compared with peers in its category, Elevate’s combination of standalone, hourly financial planning and direct portfolio management for individual clients is relatively uncommon, and the firm specifically discloses that it does not act as a private fund adviser. The brochure also notes that a principal is a licensed insurance agent who may recommend commissionable insurance products (limited to a stated portion of that principal’s time), and that the firm generally recommends Charles Schwab as custodian.
Client services
Expertise
Fee options
Under $1,000,000 - $999,999: 1.50% $1,000,000 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.15% $10,000,001 - $20,000,000: 1.00% $20,000,001 - $50,000,000: 0.90% Over $50,000,000+: 0.85%
$500 - $1,000 per hour depending on negotiation
Account minimum: $500,000
Main office
7 New Albany Farms Road
New Albany OH 43054
Advisors at this office
1
Most active in
Ohio
Also doing business as
Elevate Wealth Management · Elevate Wealth Management, LLC
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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