CRD: 321979
Team Elevated Asset Management
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2023
- Office Locations
- 1
Office Locations
About Team Elevated Asset Management
Team Elevated Asset Management is a fiduciary RIA providing customized investment advice and wealth management, helping clients craft, implement, and maintain strategies across global markets. The team blends fundamental analysis with extensive technical research and builds portfolios using stocks, ETFs, mutual funds, and bonds. Founded by three advisors who previously worked together at Morgan Stanley, with experience across wirehouse, banking, and insurance channels, and custody support including Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KON SON
Chief Financial Officer, DIRECTOR
- CRD
- #5139608
- Ownership
- 50% but less than 75%
JAMES MIN YOO
Chief Compliance Officer, DIRECTOR, President
- CRD
- #4640401
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,902,324 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,902,324 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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