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Building 2ELEVATION WEALTH MANAGEMENT

Map pin
Phone952-905-3042
NotebookSEC #801-129736
Total AUM
$259.2M
Employees
2
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
952-905-3042
Other Offices
2

ReceiptFinancials

Total AUM
$259.2M
Accounts
696
Discretionary
$259.2M
Accounts
696
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$36.5M
HNW Individual Clients
93
AUM
$222.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMNNETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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