| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph Athens Control | Member/Manager/Managing Partner/Chief Compliance Officer | 25-50% | 2023 |
| Dillon Joseph Nemeth Control | Member/Manager/Managing Partner | 25-50% | 2023 |
| Jonathan David Colquitt Control | Member/Manager/Managing Partner | 25-50% | 2023 |
Elevate Financial Planning and Wealth Management LLC reports $107.1 million in regulatory assets under management on its Form ADV.
Elevate Financial Planning and Wealth Management LLC reports 38 employees.
Elevate Financial Planning and Wealth Management LLC is based in St. Petersburg, FL and has been SEC-registered since 2026.
Elevate Financial Planning and Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9400 4th Street N, Suite 201, St. Petersburg, FL 33702 |
| Phone | 727-478-8886 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $107.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $107.1M |