Updated:
Elevated Wealth
ELEVATED WEALTH LLC is a state-registered investment adviser in ROGERS, AR. The firm manages approximately $22 million in regulatory assets. It has 1 employee...
Elevated Wealth
ELEVATED WEALTH LLC is a state-registered investment adviser in ROGERS, AR. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
David A. Reese
Managing Director
Sector focus
Frequently asked questions
Who makes investment decisions at Elevated Wealth?
David Reese, as Managing Director, leads all investment decisions and portfolio construction. The firm operates with a lean decision-making structure, avoiding the committee-driven processes common at larger institutions. Reese co-invests personal capital alongside clients in most deals, aligning his own outcomes with those of the families he serves.
Does Elevated Wealth manage commingled funds or separate accounts?
Elevated Wealth does not offer commingled funds to the public. The firm structures investments through discrete special-purpose vehicles (SPVs) and direct co-investment arrangements tailored to the specific families it serves. This avoids the fee layering and liquidity mismatches associated with traditional fund structures.
How does the firm source its private credit deals?
Elevated Wealth sources private credit opportunities through a network of regional bank relationships, commercial real estate brokers, and direct borrower outreach. The firm focuses on middle-market lending situations where traditional bank financing is unavailable or insufficient, often providing bridge loans and structured credit facilities secured by hard assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: