| Name | Title | Ownership | Since |
|---|---|---|---|
| Oleg N. Zviagin Control | Principal/Chief Compliance Officer/Managing Member | Over 75% | 2024 |
Elevate Planners, LLC reports $25.9 million in regulatory assets under management on its Form ADV.
Elevate Planners, LLC reports 1 employees.
Elevate Planners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 347-506-6061 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $25.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $25.9M |