# Elevated Wealth

Elevated Wealth is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** elevatedwealth.com

## Regulatory record

- **CRD number:** 331903
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331903

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- David A. Reese — Managing Director

## 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.

## Related profiles

- [Dream Peak Capital](https://altss.com/profile/dream-peak-capital-limited)

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

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