ELEVATION ADVISORY PARTNERS LLC

3505 Lake Lynda Drive
Suite 200
Orlando, Florida 32817
Tel: 913-827-4588

About ELEVATION ADVISORY PARTNERS LLC

ELEVATION ADVISORY PARTNERS LLC, formally registered with the SEC as ELEVATION ADVISORY PARTNERS LLC. The firm was established in 03/31/2021. They have over 4 offices throughout the country.

ELEVATION ADVISORY PARTNERS LLC is a Orlando, Florida based Financial Planning firm with nearly $205,795,570 assets under management, offering retirement planning & investment advisory services to 987 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312170
SEC#	801-120658
Assets Managed by Firm	$205,795,570
No. of Clients	987
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	987	$205,795,570
Individuals (other than high net worth individuals)	941	$149,125,804
High net worth individuals	25	$51,126,332
Pension and profit sharing plans	12	$1,906,617
Corporations or other businesses	4	$2,964,170

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