ELEVATE WEALTH ADVISORY, INC.

190 Hawthorne Park
Athens, Georgia 30606
Tel: 706-353-2728

About ELEVATE WEALTH ADVISORY, INC.

ELEVATE WEALTH ADVISORY, INC, formally registered with the SEC as ELEVATE WEALTH ADVISORY, INC. The firm was established in 04/01/2013. They have over 1 offices throughout the country.

ELEVATE WEALTH ADVISORY, INC. is a Athens, Georgia based Financial Planning firm with nearly $314,072,325 assets under management, offering retirement planning & investment advisory services to 1676 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149713
SEC#	801-77776
Assets Managed by Firm	$314,072,325
No. of Clients	1676
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1676	$314,072,325
Individuals (other than high net worth individuals)	492	$130,663,965
High net worth individuals	83	$173,730,931
Pension and profit sharing plans	8	$6,511,521
Charitable organizations	6	$3,165,908

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