Data / Investment advisers / Florida / Elevate Financial Planning and Wealth Management
Elevate Financial Planning and Wealth Management, St. Petersburg, FL: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Elevate Financial Planning and Wealth Management is an SEC registered investment adviser with its main office in St. Petersburg, Florida and reports $107 million in regulatory assets under management in its Form ADV filed June 11, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Elevate Financial Planning and Wealth Management (CRD number 329079): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 329079
- SEC file number
- 801-135497
- SEC status
- Approved, effective March 6, 2026
- Legal name
- Elevate Financial Planning and Wealth Management LLC
- Main office
- 9400 4th Street N Suite 201, St. Petersburg, FL 33702
- Phone
- (727) 478-8886
- Website
- elevatefpwm.com
- Regulatory AUM
- $107,110,000 in the Form ADV filed June 11, 2026
- Discretionary AUM
- $107,110,000
- Accounts
- 630
- Employees
- 38, of which 36 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: criminal actions
- Latest Form ADV filing
- June 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 445 | $89 million |
| High net worth individuals | 12 | $18.1 million |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amuni Financial, Inc. | St Petersburg | $194.6 million | Not listed | adviserinfo.sec.gov |
| Cyber Hornet Etfs LLC | St. Petersburg | $167.6 million | Not listed | adviserinfo.sec.gov |
| Sagace Wealth Management | St. Petersburg | $162.7 million | Not listed | adviserinfo.sec.gov |
| Clarity Financial Advisors LLC | St. Petersburg | $149.5 million | Not listed | adviserinfo.sec.gov |
| Howland and Associates, LLC | St Petersburg | $138.7 million | Not listed | adviserinfo.sec.gov |
| Sum Zero Wealth | St. Petersburg | $103.6 million | Not listed | adviserinfo.sec.gov |
| Saturn Management LLC | St. Petersburg | Not listed | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Elevate Financial Planning and Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.