Elevate Wealth Advisory, Inc.

CRD 149713 · Athens, GA · $385.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 149713
SEC number: 801-77776
Firm type: RIA
Assets under management: $385.5M as of Mar 19, 2026
Website: elevate-wealth.com ↗
Phone: 706-353-2728
Address: 2500 Daniells Bridge Rd, Athens, GA, 30606

Advisors at this firm

11 in our index · page 1 of 1

Deanna Louise BloomCRD 4708174 · Athens, GA

IA Registered
Jose Andres ColmenarezCRD 8047360 · Athens, GA

IA Registered
Robert Matthew FezekasCRD 2972284 · Athens, GA

IA Registered
Clarke Cameron HoltCRD 3206937 · Athens, GA

IA Registered
Benjamin Cecil HallCRD 8165052 · Athens, GA

IA Registered
Joseph Collinsworth HardemanCRD 8145685 · Athens, GA

IA RegisteredRegistration inactive
Brian James RossoCRD 6082305 · Athens, GA

IA Registered
Cynthia Deanne RossoCRD 5021755 · Athens, GA

IA Registered
Gary StollerCRD 7929588 · Athens, GA

IA Registered
Charles Jackson VickeryCRD 454591 · Athens, GA

IA Registered
Preston Devereaux WilkieCRD 7412557 · Athens, GA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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