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Elevate Financial Planning AND Wealth Management

Elevate Financial Planning AND Wealth Management. CRD 329079

Elevate Financial Planning AND Wealth Management logo

CRD: 329079

Elevate Financial Planning AND Wealth Management

St. Petersburg, FL, 33702
7274788886
www.elevatefpwm.com
$107.1M Total AUM
$107.1M Disc. AUM
-- 3Y CAGR
38 Employees
457 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · UBS
Clients
Retail
Platforms
Vital quantumQuantum +more
Established Date
08-29-2024
Office Locations
4

Office Locations

1200 Premier Drive Suite 225 Chattanooga TN
200 Central Avenue 3RD Floor, Suite 326 St. Petersburg FL
7405 Shallowford RD Chattanooga TN

About Elevate Financial Planning AND Wealth Management

Elevate Financial Planning and Wealth Management is an RIA providing financial planning and ongoing wealth management for retirees/pre-retirees, working professionals, families, and small business owners. The team emphasizes goal-based planning, portfolio construction, and risk management, with offices in Saint Petersburg, FL and Chattanooga, TN. Securities are offered through Trinity Wealth Securities (FINRA/SIPC).

Team overview

-- AVG AGE
$3.0M AVG AUM / ADVISOR
$234.4K AVG AUM / CLIENT
1 yrs AVG TENURE
38 Employees
36 Advisory Reps
36 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Momentum eagle Momentum Summit

Client Personas

North Vital momentum

Custodian

Horizon Meridian Meridian matrix Meridian value

Investment Themes

Capital Quantum Vertex

Investment Vehicles

Value Alpha

Services

Oak insight Element Signal legacy Wave meridian Vector Ember foundation Vertex glacier Frontier

Technology

Frontier Capital Meridian Element

Owner & Executives

Christopher Joseph Athens

Christopher Joseph Athens

Chief Compliance Officer, Manager, Managing Partner

CRD
#7256811
Ownership
25% but less than 50%
(353) 452-1790
meridian.vital@fusioncapital.com
in linkedin.com/in/frontier-zenith
Jonathan David Colquitt

Jonathan David Colquitt

Manager, Managing Partner

CRD
#7308309
Ownership
25% but less than 50%
(224) 653-1083
peak.catalyst@pioneercapital.com
in linkedin.com/in/meridian-optima
L

Legacy value

Pioneer peak atlas

CRD
#92665
Ownership
37.8%
(442) 358-3216
legacy.delta@deltacapital.com
in linkedin.com/in/signal-pioneer

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Contacts

E

Evan wesley Atchley

--

CRD
#8050246
(760) 408-8762
foundation.timber@wavecapital.com
in linkedin.com/in/zenith-atlas
S

Storm Francis Benson

--

CRD
#7431677
(475) 579-3204
wave.catalyst@meridiancapital.com
in linkedin.com/in/vital-fusion
C

Catalyst capital

Unison summit vital

CRD
#29652
(652) 925-5916
meridian.catalyst@elementcapital.com
in linkedin.com/in/eagle-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-06-2026
Category Assets AVG. Account size
Discretionary $107,110,000 $170,016
Non-Discretionary $0 --
Total $107,110,000 $170,016

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Separately Managed Accounts

Total SMA Asset: $107,110,000

$107.1M Total SMA
Equity - Exchange:
37.2%
Public Funds:
62.8%
Asset class Assets Assets %
Equity - Exchange $1,761,544,719 37.2%
Public Funds $2,973,790,546 62.8%
Total $4,735,335,265 100.0%

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