# Elevate Financial Planning And Wealth Management: new SEC registration, $107M AUM, St. Petersburg, FL

**Score:** 45/100

| 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 |

## Why this score
- $107M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/329079). Last refreshed: 2026-10-28T20:49:58.746Z.
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.