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ELEVATION WEALTH MANAGEMENT

· CRD 314604 · IAPD ↗ · 952-905-3042

$259.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — ELEVATION WEALTH MANAGEMENT reported RAUM up 48% ($175.4M -> $259.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — ELEVATION WEALTH MANAGEMENT reported RAUM up 55% ($113.4M -> $175.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ELEVATION WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
March 2025 — ELEVATION WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — ELEVATION WEALTH MANAGEMENT notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — ELEVATION WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $113.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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