Hedge Fund Database

ELEVATE WEALTH ADVISORY, INC.

Adviser information for ELEVATE WEALTH ADVISORY, INC. last updated from Form ADV on March 28th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 1,676 $314.1M
Total 1,676 $314.1M

Clients

Type Number RAUM
Individuals 492 $130.7M
HNW Individuals 83 $173.7M
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 8 $6.5M
Charitable organizations 6 $3.2M
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
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-77776
SEC ERA File Number 801-77776
SEC CIK Numbers 2011651
SEC CRD Numbers 149713
Legal Entity Identifier None

Principal Office

190 HAWTHORNE PARK
ATHENS
GA
United States
Monday - Friday, 8:00 - 5:00
Tel: 706-353-2728, Fax: None

Websites

www.vickeryfinancial.com elevate-wealth.com/ www.linkedin.com/company/elevate-wealth-advisory/ www.youtube.com/channel/ucf3q8nzuqvuibmnxrijnc8w www.instagram.com/elevatewealthadvisory/ facebook.com/elevatewealthadvisory

Chief Compliance Officer

DEANNE ROSSO
PRESIDENT
190 HAWTHORNE PARK
ATHENS
GA
United States
Tel: 706-353-2728
(Full email address available in API data)

Regulatory Contact

CHARLES J. VICKERY
190 HAWTHORNE PARK
ATHENS
GA
United States
Tel: 706-353-2728
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ROSSO, CYNTHIA, DEANNE Individual – PRESIDENT, CEO, & CCO 06/2018 > 75%

No. Employees, Historic

201002020202120222023202420259 on 3/27/20209 on 6/12/20209 on 3/29/20219 on 8/23/202111 on 3/30/20229 on 3/27/202311 on 3/28/2024

RAUM, Historic

400M200M0202020212022202320242025234031701 on 3/27/2020234031701 on 6/12/2020261347199 on 3/29/2021261347199 on 8/23/2021312545715 on 3/30/2022290883747 on 3/27/2023314072325 on 3/28/2024

No. Clients, Historic

7003500202020212022202320242025530 on 3/27/2020530 on 6/12/2020552 on 3/29/2021552 on 8/23/2021564 on 3/30/2022608 on 3/27/2023589 on 3/28/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 224K 1K –
AMERICAN CENTY ETF TR AVANTIS INFLATIN 35K 559 –
AMERICAN CENTY ETF TR US LARGE CAP VLU 19K 298 –
AMERICAN CENTY ETF TR EMERGING MKT VAL 8K 165 –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 3K 42 –
AMERICAN CENTY ETF TR INTL EQT ETF 35K 570 –
AMERICAN CENTY ETF TR INTL SMCP VLU 5M 70K –
AMERICAN CENTY ETF TR US SML CP VALU 6M 62K –
AMERICAN CENTY ETF TR US EQT ETF 231K 3K –
APPLE INC COM 2M 8K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
CATERPILLAR INC COM 1M 4K –
COCA COLA CO COM 636K 10K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 2M 55K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 1M 35K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 266K 10K –
DIMENSIONAL ETF TRUST US EQUITY ETF 3M 43K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 2M 30K –
DIMENSIONAL ETF TRUST US TARGETED VLU 3M 61K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 3M 101K –
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 67K 1K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 869K 27K –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 10K 293 –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 463K 12K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 909 34 –
DIMENSIONAL ETF TRUST EMERGING MKTS VA 183K 7K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 247K 9K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 134K 5K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 392K 15K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 62K 2K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 8M 228K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 229K 8K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 299K 14K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 236K 7K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 2M 40K –
DIMENSIONAL ETF TRUST INFLATION PROTE 78K 2K –
DIMENSIONAL ETF TRUST SHORT DURATION F 970K 21K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 638K 15K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 1M 49K –
EXXON MOBIL CORP COM 202K 2K –
FORTINET INC COM 771K 13K –
HOME DEPOT INC COM 345K 1K –
INVESCO QQQ TR UNIT SER 1 254K 529 –
ISHARES INC CORE MSCI EMKT 5M 85K –
ISHARES TR CORE S&P TTL STK 13M 107K –
ISHARES TR TIPS BD ETF 55K 516 –
ISHARES TR CORE S&P500 ETF 94K 171 –
ISHARES TR CORE US AGGBD ET 30K 311 –
ISHARES TR CORE S&P MCP ETF 32K 540 –
ISHARES TR ISHARES SEMICDTR 172K 697 –
ISHARES TR RUS 1000 VAL ETF 1M 6K –
ISHARES TR RUSSELL 2000 ETF 76K 375 –
ISHARES TR CORE S&P US VLU 1M 13K –
ISHARES TR RUSSELL 3000 ETF 17K 56 –
ISHARES TR CORE S&P SCP ETF 39K 361 –
ISHARES TR SHRT NAT MUN ETF 413K 4K –
ISHARES TR EAFE SML CP ETF 34K 551 –
ISHARES TR JPMORGAN USD EMG 60K 680 –
ISHARES TR NATIONAL MUN ETF 605K 6K –
ISHARES TR ISHS 1-5YR INVS 64K 1K –
ISHARES TR 3 7 YR TREAS BD 81K 698 –
ISHARES TR US AER DEF ETF 67K 506 –
ISHARES TR EAFE VALUE ETF 4M 83K –
ISHARES TR AGGRES ALLOC ETF 13K 175 –
ISHARES TR GRWT ALLOCAT ETF 357K 6K –
ISHARES TR FLTG RATE NT ETF 218K 4K –
ISHARES TR MSCI EAFE MIN VL 220K 3K –
ISHARES TR MSCI USA MIN VOL 1M 14K –
ISHARES TR 0-5 YR TIPS ETF 7M 73K –
ISHARES TR MSCI USA QLT FCT 342K 2K –
ISHARES TR MSCI USA MMENTM 12K 60 –
ISHARES TR CORE 1 5 YR USD 57K 1K –
ISHARES TR MSCI INTL QUALTY 19K 479 –
ISHARES TR CORE DIV GRWTH 18K 308 –
ISHARES TR GLOBAL REIT ETF 68K 3K –
ISHARES TR BLACKROCK ULTRA 520K 10K –
ISHARES TR CORE MSCI INTL 4M 63K –
ISHARES TR MSCI INTL VLU FT 109K 4K –
ISHARES TR ESG AWR MSCI USA 21K 176 –
MICROSOFT CORP COM 316K 706 –
NVIDIA CORPORATION COM 520K 4K –
RTX CORPORATION COM 733K 7K –
SAMSARA INC COM CL A 502K 15K –
SCHWAB STRATEGIC TR US BRD MKT ETF 89K 1K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 59K 2K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 59K 1K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 221K 3K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 13K –
SOUTHERN CO COM 472K 6K –
VANGUARD BD INDEX FDS SHORT TRM BOND 10M 136K –
VANGUARD INDEX FDS S&P 500 ETF SHS 25K 49 –
VANGUARD INDEX FDS REAL ESTATE ETF 3M 40K –
VANGUARD INDEX FDS GROWTH ETF 87K 233 –
VANGUARD INDEX FDS VALUE ETF 69K 427 –
VANGUARD INDEX FDS SMALL CP ETF 240K 1K –
VANGUARD INDEX FDS TOTAL STK MKT 324K 1K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 2M 13K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 124K 1K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 28K 636 –
VANGUARD MALVERN FDS STRM INFPROIDX 2M 43K –
VANGUARD MUN BD FDS TAX EXEMPT BD 263K 5K –
VANGUARD SCOTTSDALE FDS TOTAL CORP BND 14K 185 –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 11M 197K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 10K 125 –
VANGUARD WHITEHALL FDS HIGH DIV YLD 500K 4K –
VANGUARD WORLD FD CONSUM STP ETF 15K 75 –
VANGUARD WORLD FD HEALTH CAR ETF 14K 53 –
VANGUARD WORLD FD INF TECH ETF 21K 36 –
VANGUARD WORLD FD UTILITIES ETF 337K 2K –
WEYERHAEUSER CO MTN BE COM NEW 220K 8K –
YUM BRANDS INC COM 290K 2K –