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Elevate Wealth Advisory, Inc.

● SEC registered since 2013CRD 149713SEC# 801-77776Athens, GA
Export (members)
Reg. AUM
$338.1M
Employees
12
Accounts
1,649
Location
Athens, GA

Elevate Wealth Advisory, Inc. assets under management

Elevate Wealth Advisory, Inc. is an investment advisory firm registered with the SEC based in Athens, GA. The firm has been registered since 2013. It reports $338.1 million in regulatory assets under management and employs 12 people.
elevate-wealth.comView on SEC.gov ↗

Elevate Wealth Advisory, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Cynthia Deanne Rosso ControlPresident, Ceo, & CcoOver 75%2018

Frequently asked questions

How much does Elevate Wealth Advisory, Inc. manage?

Elevate Wealth Advisory, Inc. reports $338.1 million in regulatory assets under management on its Form ADV.

How many employees does Elevate Wealth Advisory, Inc. have?

Elevate Wealth Advisory, Inc. reports 12 employees.

Where is Elevate Wealth Advisory, Inc. located?

Elevate Wealth Advisory, Inc. is based in Athens, GA and has been SEC-registered since 2013.

Does Elevate Wealth Advisory, Inc. disclose fund performance?

Elevate Wealth Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Daniells Bridge Rd, Building 200, Suite 2b, Athens, GA 30606
Phone706-353-2728
Office hours8:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$338.1M
Total (RAUM)$338.1M