Elevate Financial Planning and Wealth Management

Registered investment adviser · St. Petersburg, FL · CRD #329079

Form ADV data as of 2026-09-01

Regulatory assets

$107.1 million

Total accounts

630

Employees

Disclosure events

Firm details

Website: https://www.elevatefpwm.com
Telephone: 727-478-8886
SEC file number: 801-135497
Most recent Form ADV filing: 2026-06-11
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Convicted of or pled guilty/no contest to a felony (past 10 years)
Charged with a felony (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$107.1 million
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$107.1 million
Discretionary accounts	630
Non-discretionary accounts	0
Total accounts	630
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	38
Employees performing investment advisory functions (including research)	36
Employees who are registered representatives of a broker-dealer	4
Employees registered as investment adviser representatives with a state	36
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	35
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	445	$89.0 million
High net worth individuals	12	$18.1 million