E
CRD: 336633
Elevated Wealth Strategies LLC
Westlake Village, CA, 91361
8583862101
$23.9M Total AUM
$23.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-22-2025
- Office Locations
- 1
Office Locations
-- Westlake Village CA
About Elevated Wealth Strategies LLC
Elevated Wealth Strategies LLC is a Westlake Village-based RIA. The firm has been operating for 0 years. Managing $23.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$23.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Insight Delta element Radial pioneer Atlas
Investment Themes
Summit unison Beacon North pioneer
Investment Vehicles
Meridian
Services
Horizon delta Fusion Capital focus Vertex Focus momentum Beacon ridge
Owner & Executives
T
Timothy Allen Whitmore
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2962726
- Ownership
- 75% or more
(960) 660-2213
oak.meridian@quantumcapital.com
in linkedin.com/in/timber-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,880,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,880,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,880,000
Equity - Exchange:
22.3% Municipal Bonds:
10.0% Cash:
25.0% Corporate - Investment Grade:
12.7% Other:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,495,283,569 | 22.3% |
| Municipal Bonds | $670,530,749 | 10.0% |
| Cash | $1,676,326,871 | 25.0% |
| Corporate - Investment Grade | $851,574,051 | 12.7% |
| Other | $2,011,592,245 | 30.0% |
| Total | $6,705,307,485 | 100.0% |