Elevate Wealth Management, L.L.C.

Elevate Wealth Management provides portfolio management and related advisory services to individuals, high‑net‑worth clients, 401(k) plan sponsors, and charitable organizations. The firm documents each client’s objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, with regular monitoring and monthly custodial account reports.

The adviser uses a mix of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and implements strategies ranging from long‑term investing to short sales, margin, and options trading. Portfolios may include both traditional vehicles and alternative investments such as ETFs, REITs, private equity, hedge funds, commodities, and private placements, with implementation tailored to the client’s IPS and risk profile.

Distinctive aspects disclosed in the brochure include serving pension or profit‑sharing plan clients and 401(k) sponsors, which is less common for firms of this type, and a practice of recommending investments where the adviser or related persons may have material financial interests (for example, real estate projects or private placements). The firm also uses Schwab Institutional custody and may receive research or other soft‑dollar benefits, and the owner performs limited outside financial operations consulting, all of which are disclosed as potential sources of indirect benefit.