Elevate Planners, Llc
- Regulatory AUM
- $25.9M
- Discretionary
- $25.9M
- Clients
- 44
- Avg AUM / client
- $590K
- Accounts
- 133
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 15, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 32 | $6.0M | 23.0% |
| High net worth individuals | 12 | $20.0M | 77.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $0 | — |
| Corporations and other businesses | Fewer than 5 clients | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oleg N. Zviagin | Principal/Chief Compliance Officer/Managing Member | May 2024 (2y) | 75% or more | |
| Lukas J De Witt | Registered representative | Feb 2025 (2y) |
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) | 12/15/2025 | 1.15 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 15, 2025.
View current Form ADV (SEC/IAPD) ↗