ELEVATION ADVISORY PARTNERS LLC
CRD #312170 SEC #801-120658 ORLANDO, FL 913-827-4588
SEC Registered
Total AUM
$205.8M
Discretionary
$203.8M
Employees
12
Clients
1
Accounts
987
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $205.8M | $203.8M | $2M | 12 | 0 |
| Feb 2025 | $205.8M | $203.8M | $2M | 12 | 0 |
| Mar 2024 | $171.8M | $171.8M | $0 | 4 | 0 |
| Sep 2023 | $104.1M | $104.1M | $0 | 3 | 0 |
| Aug 2023 | $104.1M | $104.1M | $0 | 3 | 0 |
| Mar 2023 | $104.1M | $104.1M | $0 | 3 | 0 |
| Apr 2022 | $121.3M | $121.3M | $0 | 3 | 0 |
| Mar 2022 | $121.3M | $121.3M | $0 | 3 | 0 |
| Jul 2021 | $95.5M | $95.4M | $74K | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$205.8M
Discretionary$203.8M
Non-Disc.$2M
Employees12
Clients0
DateFeb 2025
Total AUM$205.8M
Discretionary$203.8M
Non-Disc.$2M
Employees12
Clients0
DateMar 2024
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$95.5M
Discretionary$95.4M
Non-Disc.$74K
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0