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ELEVATION WEALTH MANAGEMENT
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$175.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 175.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314604 |
| SEC Number | 801-129736 |
| Phone | 952-905-3042 |
| Total Employees | 3 |
Client Count by Type (132 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 79 |
| High Net Worth Individual… | 53 |
County data not available for this organization.