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Christopher Joseph Athens

Member/Manager/Managing Partner/Chief Compliance OfficerElevate Financial Planning and Wealth Management LLCCRD 7256811

About Christopher Joseph Athens

Christopher Joseph Athens is listed as Member/Manager/Managing Partner/Chief Compliance Officer at Elevate Financial Planning and Wealth Management LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Elevate Financial Planning and Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Christopher Joseph Athens work?

Christopher Joseph Athens is listed as Member/Manager/Managing Partner/Chief Compliance Officer at Elevate Financial Planning and Wealth Management LLC on SEC Form ADV.

How much of Elevate Financial Planning and Wealth Management LLC does Christopher Joseph Athens own?

Form ADV reports a beneficial ownership band of 25-50%.

Elevate Financial Planning and Wealth Management LLC

TitleMember/Manager/Managing Partner/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2023
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