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Elevate Wealth Management, L.l.c.

Elevate Wealth Management, L.l.c.. CRD 287511

Elevate Wealth Management, L.l.c. logo

CRD: 287511

Elevate Wealth Management, L.l.c.

SAN Francisco, CA
4157027928
$12.3M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
VectorDelta radial +more
Established Date
05-03-2017
Office Locations
1

Office Locations

-- SAN Francisco CA

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.

Team overview

-- AVG AGE
$12.3M AVG AUM / ADVISOR
$945.4K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Beacon

Asset Classes

Signal Capital eagle Signal vital Ridge meridian Atlas legacy Zenith Element

Client Personas

Catalyst Matrix

Custodian

Pathway Frontier Harbor beacon

Investment Themes

Peak Horizon Insight legacy Vector

Investment Vehicles

Element signal

Platform

Capital Catalyst

Services

Meridian prime Legacy Meridian fusion Timber Bridge north Element Peak Ridge vertex Vector oak Optima peak

Technology

Summit vector Unison signal North vector

Owner & Executives

C

CLAYTON BARRINGTON EARLE

Chief Compliance Officer, Managing Member

CRD
#1987535
Ownership
75% or more
(943) 465-1683
quantum.fusion@oakcapital.com
in linkedin.com/in/alpha-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$12.3M Total SMA
Equity - Exchange:
5.1%
Public Funds:
24.0%
Cash:
15.6%
Municipal Bonds:
10.7%
Corporate - Investment Grade:
11.4%
U.S. Government/Agency:
8.2%
Derivatives:
25.0%
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%

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