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Elevated Private Wealth
ELEVATED PRIVATE WEALTH is an SEC-registered investment adviser since 2025. The firm manages $123 million in assets, $121 million on a discretionary basis.
Overview
ELEVATED PRIVATE WEALTH is an SEC-registered investment adviser since 2025. The firm manages $123 million in assets, $121 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
US
City
New York
Corporate office
New York, United States
Frequently asked questions
What is the minimum investment threshold for families joining Elevated Private Wealth?
The firm has not published any minimum asset requirements. Typical multi-family offices of this type often require $10 million to $50 million in investable assets, but Elevated Private Wealth has not confirmed a threshold.
Where is Elevated Private Wealth located?
The firm is headquartered in New York, United States. It does not publicly list any additional offices.
What types of assets does Elevated Private Wealth invest in?
Based on its self-description, the firm invests in public equities, private credit, and real estate. The exact allocation is not disclosed, and no portfolio holdings have been made public.
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