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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-28-2025
- Office Locations
- 3
Office Locations
About Elevated Private Wealth
Elevated Private Wealth is a Wisconsin-based SEC-registered RIA (Elevated Wealth, LLC) providing financial planning, tax-aware strategy, investment management, retirement solutions, and estate planning. Portfolios are tailored to client goals, cash flow, liquidity, taxes, and time horizon, and are often implemented with ETFs. Offers an online client portal for ongoing engagement.
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Owner & Executives
TODD LARRY DRANGSTVEIT
Chief Compliance Officer, Managing Partner, PORTFOLIO MANAGER
- CRD
- #7328689
- Ownership
- 25% but less than 50%
Dustin Raymond Dupart
PARTNER, WEALTH MANAGER
- CRD
- #7309094
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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NICHOLAS CECIL HENNING
--
- CRD
- #7433399
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,787,118 | $340,245 |
| Non-Discretionary | $1,900,993 | $316,832 |
| Total | $122,688,111 | $339,856 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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