ELEVATE WEALTH ADVISORY, INC.

ATHENS, Georgia·2 registered advisors·CRD# 149713
SEC# 801-777760706-353-2728
01

Firm Overview

AUM
$314M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELEVATE WEALTH ADVISORY, INC.

2 registered advisors
Charles Jackson Vickery
ATHENS, Georgia
Cynthia Deanne Rosso
ATHENS, Georgia
05

Office Locations

ATHENS, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. ELEVATE WEALTH ADVISORY, INC. (CRD# 149713) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.