CRD: 287511
Elevate Wealth Management, L.l.c.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorDelta radial +more
- Established Date
- 05-03-2017
- Office Locations
- 1
Office Locations
About Elevate Wealth Management, L.l.c.
Elevate Wealth Management is a San Francisco-based fiduciary RIA providing family wealth management and portfolio construction. The firm brings 30+ years across equity research, fixed income management, investment banking, and pension portfolio management, including endowment investment committee experience. Portfolios use ETFs, public funds, and core fixed income; services also include planning plus insurance and business-succession support, with custody at Charles Schwab.
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Owner & Executives
CLAYTON BARRINGTON EARLE
Chief Compliance Officer, Managing Member
- CRD
- #1987535
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,703,048 | -- |
| Non-Discretionary | $2,587,179 | -- |
| Total | $12,290,227 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,290,227
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $277,053,838 | 5.1% |
| Public Funds | $1,303,782,768 | 24.0% |
| Cash | $847,458,799 | 15.6% |
| Municipal Bonds | $581,269,818 | 10.7% |
| Corporate - Investment Grade | $619,296,815 | 11.4% |
| U.S. Government/Agency | $445,459,112 | 8.2% |
| Derivatives | $1,358,107,051 | 25.0% |
| Total | $5,432,428,201 | 100.0% |