$21.6M Total AUM
$21.6M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vector pioneer
- Established Date
- 08-20-2024
- Office Locations
- 1
Office Locations
-- Bentonville AR
About Elevated Wealth LLC
Elevated Wealth LLC is an independent, fee-only fiduciary RIA led by CFP professional Jackie Rogers. The firm provides personalized financial planning and ongoing investment management, and offers one-time focused consultations. Public filings indicate a client focus that includes business owners/entrepreneurs and portfolios built primarily with mutual funds and ETFs, custodied at Charles Schwab.
Team overview
35 AVG AGE
$21.6M AVG AUM / ADVISOR
$360.4K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Legacy
Client Personas
Pathway Capital focus
Custodian
Zenith signal Summit Peak zenith
Investment Themes
Foundation Timber Meridian summit
Investment Vehicles
Summit
Platform
Beacon
Services
Fusion momentum Meridian fusion Ridge Radial Zenith ridge Wave Meridian ridge Meridian crest Optima radial
Technology
Matrix capital
Owner & Executives
JACQUELINE FENIX ROGERS
Chief Compliance Officer, Financial Advisor
- CRD
- #5810015
- Ownership
- 75% or more
(769) 747-8872
crest.catalyst@vertexcapital.com
in linkedin.com/in/focus-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,625,034 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,625,034 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,625,034
Public Funds:
38.2% Equity - Exchange:
12.1% Cash:
36.7% Corporate - Investment Grade:
13.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,442,518,769 | 38.2% |
| Equity - Exchange | $773,677,411 | 12.1% |
| Cash | $2,346,608,346 | 36.7% |
| Corporate - Investment Grade | $831,223,665 | 13.0% |
| Total | $6,394,028,191 | 100.0% |