$78.5M Total AUM
$78.5M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 03-19-2019
- Office Locations
- 1
Office Locations
-- Madison MS
About Elevated Retirement Financial Services
Elevated Retirement Financial Services is a fee-only, fiduciary RIA in Madison, MS led by CPA/CFP Vinicius “V” Hiratuka. The firm provides financial and retirement planning plus ongoing investment management for individuals preparing for or living in retirement. Portfolios emphasize broad diversification and risk-aware allocation, implemented primarily with ETFs and held at Charles Schwab.
Team overview
-- AVG AGE
$78.5M AVG AUM / ADVISOR
$747.2K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Alpha summit
Custodian
Signal glacier
Investment Themes
Eagle Signal Fusion
Investment Vehicles
Atlas
Services
Pathway Catalyst Pioneer foundation Alpha Element beacon North
Technology
Vital
Owner & Executives
VINICIUS NMN NEVES HIRATUKA
Chief Compliance Officer, Wealth Advisor
- CRD
- #6704526
- Ownership
- 75% or more
(202) 515-9496
unison.momentum@valuecapital.com
in linkedin.com/in/bridge-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,454,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,454,025 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,454,025
Equity - Exchange:
29.1% U.S. Government/Agency:
22.3% Cash:
34.5% Public Funds:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,898,362,304 | 29.1% |
| U.S. Government/Agency | $1,454,758,742 | 22.3% |
| Cash | $2,250,635,721 | 34.5% |
| Public Funds | $919,825,034 | 14.1% |
| Total | $6,523,581,801 | 100.0% |