EWG ELEVATE INC.
Legal name: PROTECTION POINT ADVISORS
CRD #291805 SEC #801-113898 ROSEVILLE, CA 916-367-4540
SEC Registered
Total AUM
$578.4M
Discretionary
$558.5M
Employees
23
Clients
0
Accounts
1,620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $578.4M | $558.5M | $19.8M | 23 | 42 |
| Mar 2024 | $548.3M | $528.9M | $19.4M | 27 | 41 |
| Jan 2024 | $464.8M | $441.4M | $23.4M | 27 | 41 |
| Jan 2024 | $464.8M | $441.4M | $23.4M | 27 | 41 |
| Dec 2023 | $464.8M | $441.4M | $23.4M | 27 | 41 |
| Oct 2023 | $464.8M | $441.4M | $23.4M | 27 | 41 |
| Mar 2023 | $464.8M | $441.4M | $23.4M | 27 | 41 |
| Jul 2022 | $471.9M | $453.2M | $18.7M | 26 | 0 |
| May 2022 | $471.9M | $453.2M | $18.7M | 26 | 0 |
| Apr 2022 | $471.9M | $453.2M | $18.7M | 26 | 0 |
| Mar 2022 | $471.9M | $453.2M | $18.7M | 26 | 0 |
| Jan 2022 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| Nov 2021 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| Aug 2021 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| May 2021 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| Apr 2021 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| Mar 2021 | $392.4M | $390.7M | $1.7M | 18 | 0 |
| Sep 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Sep 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Aug 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Aug 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Jul 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Jul 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| May 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Apr 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Feb 2020 | $333.7M | $333.7M | $0 | 15 | 0 |
| Dec 2019 | $319.1M | $319.1M | $0 | 15 | 0 |
| Oct 2019 | $319.1M | $319.1M | $0 | 15 | 0 |
| Sep 2019 | $270M | $270M | $0 | 14 | 0 |
| Aug 2019 | $270M | $270M | $0 | 14 | 0 |
| Mar 2019 | $270M | $270M | $0 | 13 | 0 |
| Mar 2019 | $268.4M | $268.4M | $0 | 13 | 0 |
| Mar 2019 | $268.4M | $268.4M | $0 | 12 | 0 |
| Jan 2019 | $268.4M | $268.4M | $0 | 11 | 0 |
| Dec 2018 | $268.4M | $268.4M | $0 | 12 | 0 |
| Nov 2018 | $280M | $280M | $0 | 12 | 0 |
| Nov 2018 | $280M | $280M | $0 | 15 | 0 |
| Oct 2018 | $280M | $280M | $0 | 15 | 0 |
| Oct 2018 | $280M | $280M | $0 | 14 | 0 |
| Sep 2018 | $280M | $280M | $0 | 13 | 0 |
| Sep 2018 | $280M | $280M | $0 | 13 | 0 |
| Sep 2018 | $0 | $0 | $0 | 13 | 0 |
| Jul 2018 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$578.4M
Discretionary$558.5M
Non-Disc.$19.8M
Employees23
Clients42
DateMar 2024
Total AUM$548.3M
Discretionary$528.9M
Non-Disc.$19.4M
Employees27
Clients41
DateJan 2024
Total AUM$464.8M
Discretionary$441.4M
Non-Disc.$23.4M
Employees27
Clients41
DateJan 2024
Total AUM$464.8M
Discretionary$441.4M
Non-Disc.$23.4M
Employees27
Clients41
DateDec 2023
Total AUM$464.8M
Discretionary$441.4M
Non-Disc.$23.4M
Employees27
Clients41
DateOct 2023
Total AUM$464.8M
Discretionary$441.4M
Non-Disc.$23.4M
Employees27
Clients41
DateMar 2023
Total AUM$464.8M
Discretionary$441.4M
Non-Disc.$23.4M
Employees27
Clients41
DateJul 2022
Total AUM$471.9M
Discretionary$453.2M
Non-Disc.$18.7M
Employees26
Clients0
DateMay 2022
Total AUM$471.9M
Discretionary$453.2M
Non-Disc.$18.7M
Employees26
Clients0
DateApr 2022
Total AUM$471.9M
Discretionary$453.2M
Non-Disc.$18.7M
Employees26
Clients0
DateMar 2022
Total AUM$471.9M
Discretionary$453.2M
Non-Disc.$18.7M
Employees26
Clients0
DateJan 2022
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateNov 2021
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateAug 2021
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateMay 2021
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateApr 2021
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateMar 2021
Total AUM$392.4M
Discretionary$390.7M
Non-Disc.$1.7M
Employees18
Clients0
DateSep 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateSep 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateAug 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateAug 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateJul 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateJul 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateFeb 2020
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees15
Clients0
DateDec 2019
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees15
Clients0
DateOct 2019
Total AUM$319.1M
Discretionary$319.1M
Non-Disc.$0
Employees15
Clients0
DateSep 2019
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees14
Clients0
DateAug 2019
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2019
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees12
Clients0
DateNov 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees15
Clients0
DateOct 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees15
Clients0
DateOct 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees13
Clients0
DateSep 2018
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees13
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0