Elevated Wealth

Elevated Wealth

Elevated Wealth operates as a discreet multi-family office serving a select group of high-net-worth US families. The firm was established to consolidate investment management, tax strategy, and estate planning under a single fiduciary framework. David Reese serves as Managing Director, overseeing the firm's investment decisions and client relationships. The firm's strategy spans three primary asset classes: direct real estate acquisitions, private credit originations, and allocations to external hedge fund managers. Its real estate focus targets income-producing commercial properties, with a preference for value-add and opportunistic deals across secondary US markets. On the private credit side, Elevated Wealth participates in direct lending and structured credit opportunities. The firm complements these direct investments with carefully selected hedge fund mandates aimed at providing downside protection and non-correlated returns. The office maintains a lean operating structure, with investment decisions flowing through its Managing Director and a compact internal team. Elevated Wealth does not publicly disclose assets under management or specific portfolio holdings. The firm's multi-family structure allows it to aggregate capital from its client base to pursue larger direct investments while preserving the bespoke service model of a single-family office. Elevated Wealth's structural distinction lies in its operational model — it functions not as a registered investment advisor marketing to the broader public but as a private investment office where clients access deals through invitation. This architecture creates alignment between the firm and its families, as Reese and his team co-invest personal capital alongside their clients in most transactions.