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ELEVATE WEALTH ADVISORY, INC.

ATHENS, GA · CRD 149713 · IAPD ↗ · elevate-wealth.com · 706-353-2728

$385.5MRegulatory AUM
10Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — ELEVATE WEALTH ADVISORY, INC. grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
April 2025 — ELEVATE WEALTH ADVISORY, INC. changed its website from vickeryfinancial.com to elevate-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.