ELEVATION WEALTH MANAGEMENT
ELEVATION WEALTH MANAGEMENT, LLC Legal Name
Adviser information for ELEVATION WEALTH MANAGEMENT last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 357 | $113.4M |
Non-Discretionary | 0 | $0 |
Total | 357 | $113.4M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 50 | $24.0M |
HNW Individuals | 36 | $89.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 86 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-129736 |
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SEC ERA File Number | 801-129736 |
SEC CIK Numbers | None |
SEC CRD Numbers | 314604 |
Legal Entity Identifier | None |
Principal Office
15593 MICHELE LNEDEN PRAIRIE
MN
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 952-905-3042, Fax: None
Chief Compliance Officer
DARIN BECKERING
CHIEF COMPLIANCE OFFICER
15593 MICHELE LN.
EDEN PRAIRIE
MN
United States
Tel:
(952) 905-3042
D****@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BECKERING, DARIN, JAY | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 04/2021 | > 75% |