ELEVATE WEALTH ADVISORY, INC.
CRD #149713 SEC #801-77776 ATHENS, GA 706-353-2728
SEC Registered
Total AUM
$338.1M
Discretionary
$0
Employees
12
Clients
251
Accounts
1,649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $338.1M | $0 | $338.1M | 12 | 0 |
| Mar 2024 | $314.1M | $0 | $314.1M | 11 | 0 |
| Mar 2023 | $290.9M | $0 | $290.9M | 9 | 0 |
| Mar 2022 | $312.5M | $0 | $312.5M | 11 | 0 |
| Aug 2021 | $261.3M | $0 | $261.3M | 9 | 0 |
| Mar 2021 | $261.3M | $0 | $261.3M | 9 | 0 |
| Jun 2020 | $234M | $0 | $234M | 9 | 12 |
| Mar 2020 | $234M | $0 | $234M | 9 | 12 |
| Mar 2019 | $199.1M | $0 | $199.1M | 8 | 5 |
| Aug 2018 | $194.3M | $0 | $194.3M | 7 | 1 |
| Mar 2018 | $237.6M | $0 | $237.6M | 8 | 1 |
| Aug 2017 | $201.3M | $0 | $201.3M | 8 | 700 |
| Mar 2017 | $201.3M | $0 | $201.3M | 8 | 700 |
| Feb 2017 | $201.3M | $0 | $201.3M | 8 | 700 |
| Nov 2016 | $166.2M | $0 | $166.2M | 8 | 700 |
| Jul 2016 | $166.2M | $0 | $166.2M | 8 | 700 |
| Mar 2016 | $166.2M | $0 | $166.2M | 8 | 700 |
| Dec 2015 | $180.6M | $0 | $180.6M | 5 | 700 |
| Mar 2015 | $180.6M | $0 | $180.6M | 5 | 700 |
| Mar 2014 | $144.9M | $0 | $144.9M | 4 | 400 |
| Mar 2013 | $115.2M | $0 | $115.2M | 4 | 500 |
DateMar 2025
Total AUM$338.1M
Discretionary$0
Non-Disc.$338.1M
Employees12
Clients0
DateMar 2024
Total AUM$314.1M
Discretionary$0
Non-Disc.$314.1M
Employees11
Clients0
DateMar 2023
Total AUM$290.9M
Discretionary$0
Non-Disc.$290.9M
Employees9
Clients0
DateMar 2022
Total AUM$312.5M
Discretionary$0
Non-Disc.$312.5M
Employees11
Clients0
DateAug 2021
Total AUM$261.3M
Discretionary$0
Non-Disc.$261.3M
Employees9
Clients0
DateMar 2021
Total AUM$261.3M
Discretionary$0
Non-Disc.$261.3M
Employees9
Clients0
DateJun 2020
Total AUM$234M
Discretionary$0
Non-Disc.$234M
Employees9
Clients12
DateMar 2020
Total AUM$234M
Discretionary$0
Non-Disc.$234M
Employees9
Clients12
DateMar 2019
Total AUM$199.1M
Discretionary$0
Non-Disc.$199.1M
Employees8
Clients5
DateAug 2018
Total AUM$194.3M
Discretionary$0
Non-Disc.$194.3M
Employees7
Clients1
DateMar 2018
Total AUM$237.6M
Discretionary$0
Non-Disc.$237.6M
Employees8
Clients1
DateAug 2017
Total AUM$201.3M
Discretionary$0
Non-Disc.$201.3M
Employees8
Clients700
DateMar 2017
Total AUM$201.3M
Discretionary$0
Non-Disc.$201.3M
Employees8
Clients700
DateFeb 2017
Total AUM$201.3M
Discretionary$0
Non-Disc.$201.3M
Employees8
Clients700
DateNov 2016
Total AUM$166.2M
Discretionary$0
Non-Disc.$166.2M
Employees8
Clients700
DateJul 2016
Total AUM$166.2M
Discretionary$0
Non-Disc.$166.2M
Employees8
Clients700
DateMar 2016
Total AUM$166.2M
Discretionary$0
Non-Disc.$166.2M
Employees8
Clients700
DateDec 2015
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees5
Clients700
DateMar 2015
Total AUM$180.6M
Discretionary$0
Non-Disc.$180.6M
Employees5
Clients700
DateMar 2014
Total AUM$144.9M
Discretionary$0
Non-Disc.$144.9M
Employees4
Clients400
DateMar 2013
Total AUM$115.2M
Discretionary$0
Non-Disc.$115.2M
Employees4
Clients500