Elevate Wealth Advisory, Inc.

Overview

Elevate Wealth Advisory, Inc. is an SEC registered investment adviser based in Athens, GA, registered since 2013. It reports $386M in assets under management across 1,706 accounts, with 13 employees. It has 12 investment adviser representatives.

Reported AUM

$386M

Accounts

1,706

Average account

$226K

Employees

13

Advisory reps

12

Registered since

2013

Jurisdictions

7

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Cynthia Deanne Rosso President, Chief Executive Officer CRD 5021755
• Clarke Cameron Holt Chief Compliance Officer CRD 3206937

Advisory reps 3 of 12

• Deanna Louise Bloom Investment Adviser Rep CRD 4708174
• Jose Andres Colmenarez Investment Adviser Rep CRD 8047360
• Robert Matthew Fezekas Investment Adviser Rep CRD 2972284

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2500 Daniells Bridge Rd Bldg 200-2B
Athens, GA 30606

County

Oconee

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: elevate-wealth.com

Every state, with registration dates

Similar firms near Athens

• Cannon Financial Strategists, Inc.Athens, GA$1.7B AUM
• Elwood & GoetzAthens, GA$1.1B AUM
• Carson Advisory GroupAthens, GA$865M AUM
• Family WMS, LLCAthens, GA$572M AUM
• Lanier Financial Group LLCAthens, GA$236M AUM