# Elevated Private Wealth

Elevated Private Wealth is a Multi Family Office based in New York, US.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, US
- **Region:** North America
- **Address:** New York, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/elevatedprivatewealth.com

## Regulatory record

- **CRD number:** 335270
- **SEC file number:** 801-132241
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335270

## About

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.

## 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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- [Stride Exchange Inc](https://altss.com/profile/stride-exchange-inc)

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Last updated: 2026-07-06T01:24:15.808Z

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