Elevate Financial Planning And Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

329079

SEC number

801-135497

Firm type

RIA

Assets under management

$107.1M as of Jun 11, 2026

Website

www.elevatefpwm.com ↗

Phone

727-478-8886

Address

9400 4th Street N, St. Petersburg, FL, 33702

Advisors at this firm

41 in our index · page 1 of 1

• Evan Wesley AtchleyCRD 8050246 · St. Petersburg, FL
  IA Registered
• Christopher Joseph AthensCRD 7256811 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Alexander Harrison BenhamCRD 8301598 · Chattanooga, TN
  IA Registered
• Storm Francis BensonCRD 7431677 · St. Petersburg, FL
  IA Registered
  Disclosure event(s) on record
• Ryan Donald BlumthalCRD 7929529 · St. Petersburg, FL
  IA Registered
• Carter Jay BowmanCRD 7962855 · St. Petersburg, FL
  IA Registered
• David Chase CarnahanCRD 8041978 · Chattanooga, TN
  IA Registered
• Braden CarnesCRD 8078878 · Chattanooga, TN
  IA Registered
• Cole CarsonCRD 8116117 · St. Petersburg, FL
  IA Registered
• Jonathan David ColquittCRD 7308309 · Chattanooga, TN
  IA RegisteredRegistration inactive
• Jack D DetampelCRD 8065032 · St. Petersburg, FL
  IA Registered
• Jack William DickersonCRD 7990002 · Chattanooga, TN
  IA Registered
• Aidan Theodore FilesCRD 7937221 · St. Petersburg, FL
  IA Registered
• Dearl FranceCRD 8266365 · Chattanooga, TN
  IA Registered
• Logan Douglas GoodwinCRD 8226694 · St. Petersburg, FL
  IA Registered
• Francisco Adriel Lasanta GorbeaCRD 8189544 · St. Petersburg, FL
  IA Registered
• William LichotaCRD 7975291 · St. Petersburg, FL
  IA Registered
• Sean LyonsCRD 7926700 · Chattanooga, TN
  IA Registered
• Khaleel Hanif MccallaCRD 8287053 · St. Petersburg, FL
  IA Registered
• Colin MccleeryCRD 8154241 · St. Petersburg, FL
  IA Registered
• Heath McculloughCRD 7994238 · Chattanooga, TN
  IA Registered
• Hunter Paul MillsCRD 7379464 · St. Petersburg, FL
  IA Registered
• William MurtyCRD 8141050 · Chattanooga, TN
  IA Registered
• Jack NeesonCRD 8131376 · St. Petersburg, FL
  IA Registered
• Dillon Joseph NemethCRD 7135971 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• William James OhmeCRD 7965901 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Dylan PaskellCRD 7955298 · Chattanooga, TN
  IA Registered
• Carson Allen PurvisCRD 8266358 · Chattanooga, TN
  IA Registered
• Dante RubinoCRD 7989995 · St. Petersburg, FL
  IA Registered
• Luke Patrick RubinoCRD 8287093 · St. Petersburg, FL
  IA Registered
• Cade ScarboroughCRD 8145867 · St. Petersburg, FL
  IA Registered
• Andrew SchwanCRD 8163668 · Chattanooga, TN
  IA Registered
• John Worthington ScottCRD 8004170 · Chattanooga, TN
  IA Registered
• Karyna ShatrovaCRD 8076480 · St. Petersburg, FL
  IA Registered
• Benjamin ShinnersCRD 8158204 · St. Petersburg, FL
  IA Registered
• Zachary Ross UnderwoodCRD 8217447 · St. Petersburg, FL
  IA Registered
• Weston Turner WalkerCRD 7926706 · Chattanooga, TN
  IA Registered
• Kai WashingtonCRD 8298068 · Chattanooga, TN
  IA Registered
• Gavin Hunter WatsonCRD 7783528 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Drake WellbornCRD 8173313 · Chattanooga, TN
  IA Registered
• Austin Keiji YoungCRD 8029927 · St. Petersburg, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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