A complete list of active advisors currently associated with Elevated Asset Management LLC

Warmer can help you find a great advisor at Elevated Asset Management LLC or one who fits your needs even better.

Elevated Asset Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, qualified retirement plans, and business entities with ongoing asset management, financial planning, and variable annuity portfolio management. The firm provides both discretionary and non-discretionary advisory services and coordinates with clients’ other professionals as needed. The firm tailors portfolios to documented client goals, risk tolerances and time horizons, using an intake process that gathers net worth, risk analysis and other relevant information and by maintaining an investment policy statement for each client. Portfolio construction and monitoring draw on multiple analysis methods — including fundamental, technical, charting and cyclical analysis — and may incorporate long-term holdings, option strategies or margin when appropriate and authorized by the client. Distinctive features include pension consulting and ERISA plan services in both limited-scope 3(21) and discretionary 3(38) roles, a capability that is uncommon for a single-advisor independent firm. The practice manages roughly $39.5 million across about 120 client relationships, offers fixed-fee financial planning and provides specialized services such as variable annuity management and access to a mutual-fund platform option.

To learn more about the advisors currently working at Elevated Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.