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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | PRESIDENT, CEO, & CCO | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERY, CHARLES, JACKSON | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B | |
| ROSSO, CYNTHIA, DEANNE | I | EXECUTIVE VICE-PRESIDENT | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (8)
FL GA LA NC NH SC TN TX
Address
2500 DANIELLS BRIDGE RDBUILDING 200, SUITE 2B
ATHENS, GA 30606
United States
Phone: 706-353-2728