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Elevation Wealth Management, LLC

● SEC registered since 2024CRD 314604SEC# 801-129736
Export (members)
Reg. AUM
$175.4M
Employees
3
Accounts
511
Location
—

Elevation Wealth Management, LLC assets under management

Elevation Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $175.4 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/darinbeckeringView on SEC.gov ↗

Elevation Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Darin Jay Beckering ControlPresident And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Elevation Wealth Management, LLC manage?

Elevation Wealth Management, LLC reports $175.4 million in regulatory assets under management on its Form ADV.

How many employees does Elevation Wealth Management, LLC have?

Elevation Wealth Management, LLC reports 3 employees.

Does Elevation Wealth Management, LLC disclose fund performance?

Elevation Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone952-905-3042
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.4M
Non-discretionary$0
Total (RAUM)$175.4M