Elevate Financial Planning And Wealth Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 329079
· SEC file 801-135497
· St. Petersburg, FL
· www.elevatefpwm.com
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $107M
- Discretionary
- $107M
- Clients
- 457
- Avg AUM / client
- $234K
- Accounts
- 630
- Employees
- 38
AUM over time
$107M
$107M
Feb 4, 2026
Jun 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 445 | $89.0M | 83.1% |
| High net worth individuals | 12 | $18.1M | 16.9% |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Joseph Athens | Registered representative | Aug 2024 (2y) | ||
| Dillon Joseph Nemeth | Registered representative | Aug 2024 (2y) | ||
| Jonathan David Colquitt | Registered representative | Aug 2024 (2y) | ||
| Dylan Paskell | Registered representative | Oct 2024 (2y) | ||
| Heath Mc Cullough | Registered representative | Oct 2024 (2y) | ||
| Jack William Dickerson | Registered representative | Oct 2024 (2y) | ||
| John Worthington Scott | Registered representative | Nov 2024 (2y) | ||
| Carter Jay Bowman | Registered representative | Nov 2024 (2y) | ||
| Dante Rubino | Registered representative | Nov 2024 (2y) | ||
| Hunter Paul Mills | Registered representative | Nov 2024 (2y) | ||
| William James Ohme | Registered representative | Nov 2024 (2y) | ||
| William Lichota | Registered representative | Nov 2024 (2y) | ||
| Austin Keiji Young | Registered representative | Jan 2025 (2y) | ||
| Sean Lyons | Registered representative | Feb 2025 (2y) | ||
| David Chase Carnahan | Registered representative | Feb 2025 (1y) | ||
| Evan Wesley Atchley | Registered representative | Mar 2025 (1y) | ||
| Storm Francis Benson | Registered representative | Mar 2025 (1y) | ||
| Jack D Detampel | Registered representative | Apr 2025 (1y) | ||
| Karyna Shatrova | Registered representative | Apr 2025 (1y) | ||
| Weston Turner Walker | Registered representative | May 2025 (1y) | ||
| Braden Carnes | Registered representative | May 2025 (1y) | ||
| Cole Carson | Registered representative | Jun 2025 (1y) | ||
| Ryan Donald Blumthal | Registered representative | Jul 2025 (1y) | ||
| Jack Neeson | Registered representative | Jul 2025 (1y) | ||
| William Murty | Registered representative | Aug 2025 (1y) | ||
| Cade Scarborough | Registered representative | Aug 2025 (1y) | ||
| Colin Mc Cleery | Registered representative | Aug 2025 (1y) | ||
| Benjamin Shinners | Registered representative | Sep 2025 (1y) | ||
| Andrew Schwan | Registered representative | Sep 2025 (1y) | ||
| Drake Wellborn | Registered representative | Oct 2025 (1y) | ||
| Francisco Adriel Lasanta Gorbea | Registered representative | Nov 2025 (1y) | ||
| Aidan Theodore Files | Registered representative | Jan 2026 (1y) | ||
| Zachary Ross Underwood | Registered representative | Jan 2026 (1y) | ||
| Logan Douglas Goodwin | Registered representative | Mar 2026 (0y) | ||
| Dearl France | Registered representative | May 2026 (0y) | ||
| Carson Allen Purvis | Registered representative | Jun 2026 (0y) | ||
| Khaleel Hanif Mc Calla | Registered representative | Jun 2026 (0y) | ||
| Gavin Hunter Watson | Registered representative | Jun 2026 (0y) | ||
| Luke Patrick Rubino | Registered representative | Jun 2026 (0y) | ||
| Kai Washington | Registered representative | Jun 2026 (0y) | ||
| Alexander Harrison Benham | Registered representative | Jun 2026 (0y) | ||
| Justin Wang Zhang | Registered representative | Jul 2026 (0y) | ||
| Patryk Michniewicz | Registered representative | Jul 2026 (0y) |
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) | 06/11/2026 | 1.14 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $105M (98% of AUM) Jun 2026
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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗