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ELEVATED CAPITAL ADVISORS, LLC

UUID49367192-f631-522d-8c34-26acdba8b1ac
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 226721 226721 1.0
cik 0001802387 1802387
sec_file_number 801-110864 801-110864

Profile

WebsiteHTTP://WWW.ELEVATEYOURPLANNING.COM
HQ CityDRAPER
HQ StateUT
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)433,034,784.0
  • RAUM (discretionary)430,752,289.0
  • Actionable assets200,228,230.0
  • Accounts2,403.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM200,228,230.0

As of 2025-03-13 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.