Elevate Wealth Advisory, Inc.
- Regulatory AUM
- $386M
- Discretionary
- $0
- Clients
- 635
- Avg AUM / client
- $607K
- Accounts
- 1,706
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 506 | $123M | 31.9% |
| High net worth individuals | 107 | $250M | 64.8% |
| Pension and profit sharing plans | 9 | $9.3M | 2.41% |
| Charitable organizations | 12 | $3.2M | 0.83% |
| Corporations and other businesses | 1 | $95.3K | 0.02% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cynthia Deanne Rosso | President, Ceo, & Cco | CFP | Jun 2009 (17y) | 75% or more |
| Charles Jackson Vickery | Registered representative | Chartered Financial Consultant | Jun 2009 (17y) | |
| Clarke Cameron Holt | Registered representative | Jun 2009 (17y) | ||
| Robert Matthew Fezekas | Registered representative | CFA | Mar 2015 (11y) | |
| Deanna Louise Bloom | Registered representative | Oct 2015 (11y) | ||
| Brian James Rosso | Registered representative | CFA | Jun 2023 (3y) | |
| Gary Stoller | Registered representative | Jul 2024 (2y) | ||
| Preston Devereaux Wilkie | Registered representative | Jun 2025 (1y) | ||
| Jose Andres Colmenarez | Registered representative | Jun 2025 (1y) | ||
| Benjamin Cecil Hall | Registered representative | Oct 2025 (1y) | ||
| Joseph Collinsworth Hardeman | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $337M (87% of AUM) Mar 2026
- Pershing $22.0M (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗