A complete list of active advisors currently associated with Elevated Private Wealth

Warmer can help you find a great advisor at Elevated Private Wealth or one who fits your needs even better.

Elevated Private Wealth provides investment advisory services to individuals and high net worth individuals through its Investment Advisory Representatives, offering portfolio management, asset allocation recommendations, and written investment strategies. Services are delivered on both a discretionary and non-discretionary basis, and clients may impose written restrictions on investments. The firm tailors portfolios to client objectives and risk tolerances using methods such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchases. EPW operates managed account programs and discloses that underlying funds or strategies used in client accounts can employ derivatives, with related risks addressed in the firm’s disclosures. Compared with peers, EPW maintains an atypical office footprint for a team of its size, operating from five offices, and as of January 1, 2026 reported roughly $120.8 million in discretionary assets out of about $122.7 million in total AUM. The brochure also notes that some representatives are licensed health insurance agents (up to 30% of their time) and that the firm uses service providers with artificial intelligence/machine learning components, performing periodic due diligence to mitigate those operational risks.

To learn more about the advisors currently working at Elevated Private Wealth, 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.