Elevate Planners
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 332251
- SEC number
- 801-134828
- Firm type
- RIA
- Assets under management
- $25.9M as of Dec 15, 2025
- Website
- www.linkedin.com/elevateplanners ↗
- Phone
- 347-506-6061
- Address
- Not yet retrieved from the source record
Advisors at this firm
2 in our index · page 1 of 1
-
Lukas J DewittCRD 7337840 · Mount Vernon, NYIA Registered
-
Oleg N. ZviaginCRD 6116587 · Brooklyn, NYIA Registered
1–2 of 2
Source & corrections
Where this page comes from
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SEC IAPD record for firm CRD 332251 ↗
FINRA BrokerCheck record for firm CRD 332251 ↗
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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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