DBA: ELEVATED PRIVATE WEALTH
| Total AUM | $122.7M |
| Discretionary | $120.8M98% of AUM |
| Non-Discretionary | $1.9M |
| Client Accounts | 361 |
| Avg Account Size | $340K |
| Employees | 4 |
| Peak AUM | $122.7MJan 2026 |
Total AUM
$123M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | — | — | — | |
| Discretionary AUM | $121M | — | |||
| Total AUM | $122.7M |
| Discretionary | $120.8M |
| Employees | 4 |
| Client Accounts | 361 |
| Client Range | 0 |
Phone
715-797-3358
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$121M
98.5% of AUM
Non-Discretionary
$2M
1.5% of AUM
Custody
No related registrations reported
| — |
| Non-Disc. AUM | $2M | — | — | — |
| Total Accounts | 361 | — | — | — |
| Avg Account Size | $339,856.263 | — | — | — |
| Employees | 4 | 0.0% | — | — |
| AUM / Employee | $31M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $123M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 72 | — | — | — | |
| Individuals | 40 | — | — | — | |