E
$25.9M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-22-2024
- Office Locations
- 2
Office Locations
-- Brooklyn NY
-- Mount Vernon NY
About Elevate Planners
Elevate Planners is a Brooklyn, NY-based fiduciary RIA providing personalized financial planning and wealth management for individuals, families, and business owners. The firm emphasizes comprehensive, strategic planning (tax, estate, insurance, and legacy) alongside portfolio construction and active asset allocation. Portfolios show meaningful ETF and fixed-income exposure, including municipal bonds; custody includes Charles Schwab.
Team overview
32 AVG AGE
$25.9M AVG AUM / ADVISOR
$589.7K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
OLEG N. ZVIAGIN
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6116587
- Ownership
- 75% or more
Available
Available
Available
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Lukas J DeWitt
--
- CRD
- #7337840
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,946,000 | $195,083 |
| Non-Discretionary | $0 | -- |
| Total | $25,946,000 | $195,083 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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