Elevated Wealth LLC

Overview

Elevated Wealth LLC is a state registered investment adviser based in Rogers, AR, registered since 2024. It reports $21.6M in assets under management across 95 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$21.6M

Discretionary

100%

Accounts

95

Average account

$228K

Employees

1

Advisory reps

1

Registered since

2024

Jurisdictions

1

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jacqueline Fenix Rogers Chief Compliance Officer CRD 5810015

Advisory reps 1 of 1

• Jacqueline Fenix Rogers Investment Adviser Rep CRD 5810015

Location

Headquarters

3938 S Grand Ave Apt 106 Ste C
Rogers, AR 72758

County

Benton

Metro area

Fayetteville-Springdale-Rogers, AR

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: elevatingyourwealth.com

Every state, with registration dates

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