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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2009
- Office Locations
- 1
Office Locations
About Elevate Wealth Advisory, Inc.
Elevate Wealth Advisory is a fiduciary RIA in Athens, GA providing evidence-based financial planning and ongoing portfolio management. The team uses a collaborative ensemble process to discover goals, build a custom plan, and adapt it over time, including tax strategies. Client focus includes retirees, business owners, and entrepreneurs. Supports accounts at Schwab and Pershing and hosts regular investor webinars.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CYNTHIA DEANNE ROSSO
Chief Executive Officer, President
- CRD
- #5021755
- Ownership
- 75% or more
CLARKE CAMERON HOLT
Chief Compliance Officer, Partner
- CRD
- #3206937
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DEANNA LOUISE BLOOM
Financial Advisor
- CRD
- #4708174
Jose Andres Colmenarez
--
- CRD
- #8047360
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $385,513,316 | $225,975 |
| Total | $385,513,316 | $225,975 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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