Elevate Financial Planning And Wealth Management: new SEC registration, $107M AUM, St. Petersburg, FL
Elevate Financial Planning And Wealth Management (St. Petersburg, Florida): new SEC registration, $107M AUM, St. Petersburg, FL. Its amount of 107 is below the median of 134 (19th percentile). Dated 244 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 107 · 19th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Elevate Financial Planning And Wealth Management |
| Legal name | Elevate Financial Planning And Wealth Management LLC |
| CRD | 329079 |
| Status | Approved |
| Registered with the SEC | 2026-03-06 |
| Latest Form ADV filing | 2026-06-11 |
| Location | St. Petersburg, FL, United States |
| Regulatory AUM | $107,110,000 |
| Accounts | 630 |
| Employees | 38 |
| Website | https://www.elevatefpwm.com |
| amount percentile | 19th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Elevate Financial Planning And Wealth Management and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Elevate Financial Planning And Wealth Management's amount: 19th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $107M under management.
- Website on file.
What is the NewRiaPulse record for Elevate Financial Planning And Wealth Management in St. Petersburg, Florida?
Elevate Financial Planning And Wealth Management received SEC registration as an investment adviser (2026-03-06) with $107,110,000 in regulatory assets under management, based in St. Petersburg, FL.
How does Elevate Financial Planning And Wealth Management compare to other Florida NewRiaPulse records?
Its amount of 107 is below the median (19th percentile); smaller records often move faster and face less competition. It is 244 days old; check the official source for later updates before acting.
Elevate Financial Planning And Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | St. Petersburg, FL | 107 | 19th | 2026-03-06 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Florida NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.