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Elevate Wealth Advisors, LLC

Elevate Wealth Advisors, LLC. CRD 323825

E

CRD: 323825

Elevate Wealth Advisors, LLC

Newport Beach, CA, 92660
9498765249
$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
8 Employees
84 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Capital Group · Charles Schwab & Company · Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
09-01-2022
Office Locations
2

Office Locations

20251 SW Acacia Street Suite 200 Newport Beach CA
4675 Macarthur Court Suite 1430 Newport Beach CA

About Elevate Wealth Advisors, LLC

Elevate Wealth Advisors, LLC is a Newport Beach-based RIA with 2 offices. The firm has been operating for 3 years. Managing $29.4M in total assets under management, with 4 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Life Insurance.

Team overview

-- AVG AGE
$7.4M AVG AUM / ADVISOR
$350.5K AVG AUM / CLIENT
1.8 yrs AVG TENURE
8 Employees
4 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Foundation Unison Summit

Client Personas

Wave catalyst

Investment Themes

Oak momentum

Investment Vehicles

Meridian

Services

Oak wave Alpha Insight focus

Owner & Executives

S

STEPHEN JOHN PETERSON

Chief Executive Officer, Managing Member

CRD
#6262023
Ownership
75% or more
(562) 593-6506
foundation.frontier@fusioncapital.com
in linkedin.com/in/glacier-ridge
J

JAMES ANTHONY THORNTON

Chief Compliance Officer

CRD
#7130321
Ownership
10% but less than 25%
(705) 726-8327
vertex.north@bridgecapital.com
in linkedin.com/in/focus-bridge

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Contacts

J

Jack William Jentz

--

CRD
#8194529
(571) 369-8148
pathway.matrix@eaglecapital.com
in linkedin.com/in/peak-crest
J

JASON MICHAEL ROTMAN

--

CRD
#7266882
(236) 900-2282
foundation.fusion@horizoncapital.com
in linkedin.com/in/insight-catalyst
S

Summit atlas

Vital momentum

CRD
#51895
(388) 776-1442
momentum.beacon@fusioncapital.com
in linkedin.com/in/vector-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,445,296 --
Non-Discretionary $0 --
Total $29,445,296 --

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Separately Managed Accounts

Total SMA Asset: $29,445,296

$29.4M Total SMA
Public Funds:
25.3%
Equity - Exchange:
15.5%
Cash:
32.7%
Corporate - Investment Grade:
18.9%
Derivatives:
7.6%
Asset class Assets Assets %
Public Funds $947,631,526 25.3%
Equity - Exchange $580,564,769 15.5%
Cash $1,224,804,384 32.7%
Corporate - Investment Grade $707,914,460 18.9%
Derivatives $284,664,017 7.6%
Total $3,745,579,156 100.0%

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