A complete list of active advisors currently associated with Elevation Wealth Management

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

Elevation Wealth Management advises individuals, high‑net‑worth households, charitable organizations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning (hourly, project, and ongoing), and employee benefit plan consulting under both ERISA 3(21) and 3(38) arrangements. The firm reports roughly $259 million in discretionary assets under management across about 179 client accounts and also assists clients with implemented outside managers and held‑away account services. The firm primarily practices passive investment management based on modern portfolio theory, using index mutual funds and ETFs for low‑cost, tax‑efficient asset allocation, while also employing fundamental and technical analysis and recommending unaffiliated outside managers for certain mandates. Elevation Wealth serves as the ongoing relationship manager and oversees third‑party managers, and it uses a major custody and platform provider that supplies trading, reporting, and practice‑management support. Noteworthy distinctions disclosed in the brochure include a material insurance affiliation: several advisors are licensed insurance producers and the firm acknowledges that some advisor compensation may include insurance or annuity commissions, a potential conflict it discloses and seeks to manage. The firm also discloses a family‑linked private investment funded in part by loans from clients and states it will not provide advice on that specific deal; additionally, the adviser team includes multiple CFP certificants and manages a relatively large AUM for a three‑advisor firm founded in 2021.

To learn more about the advisors currently working at Elevation Wealth Management, 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.