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ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

ST. PETERSBURG, FL · CRD 329079 · IAPD ↗ · elevatefpwm.com · 727-478-8886

$107.1MRegulatory AUM
36Advisory reps
38Employees
0Clients
More than 500Planning clients
0Private funds
26States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT notice-filed in AZ, KS, MD, MI, MO, NY, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2026 — ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 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.