$36.8M Total AUM
$36.8M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber ember
- Established Date
- 10-08-2025
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About Elevate Investment Management, LLC
Elevate Investment Management, LLC is a Scottsdale, AZ wealth advisory firm serving discerning individuals and families. The firm combines holistic wealth planning with proactive portfolio management, tax optimization, and estate-planning coordination to help preserve and grow assets through market volatility. Client accounts are supported via Altruist and Charles Schwab custody and an online performance portal.
Team overview
-- AVG AGE
$36.8M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon Catalyst
Client Personas
Zenith insight
Custodian
Meridian meridian Legacy Crest Bridge
Investment Themes
Timber alpha Unison unison
Investment Vehicles
Harbor
Platform
Focus delta
Services
Ember Horizon momentum Fusion pioneer Beacon crest Bridge capital North delta Harbor vector Peak focus
Technology
North
Owner & Executives
M
MATTHEW R MILLER
Chief Compliance Officer, Managing Member
- CRD
- #4354910
- Ownership
- 75% or more
(678) 682-2185
radial.delta@atlascapital.com
in linkedin.com/in/vertex-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,750,994 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,750,994 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,750,994
Public Funds:
60.0% Cash:
14.8% U.S. Government/Agency:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,985,850,352 | 60.0% |
| Cash | $736,509,753 | 14.8% |
| U.S. Government/Agency | $1,254,057,148 | 25.2% |
| Total | $4,976,417,253 | 100.0% |