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Advisor

Dustin Dupart

Elevated Private Wealth · Hartland, Wisconsin

Dustin Dupart is a fee-only financial advisor at Elevated Private Wealth in Hartland, Wisconsin. Elevated Private Wealth reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmElevated Private Wealth
Based in Hartland, Wisconsin
Fee model (firm's Form ADV)Percentage of assets
Assets under management$122.7M across 361 accounts
SEC registration Investment adviser representative in WI · CRD 7309094
Exams passedSeries 65 (2020)
Firm size4 employees
Disclosures None reported
Websitewww.elevatedprivatewealth.com
LinkedInProfile

How Dustin's firm compares

  • Elevated Private Wealth's average account is about $340,000, from its Form ADV (assets managed divided by 361 accounts).

What fee-only advisors charge in Wisconsin

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Questions about Dustin

Is Dustin Dupart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dustin holds no broker registration, and Elevated Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Dustin charge for financial advice?

Dustin's firm, Elevated Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

Where is Dustin Dupart based?

Dustin Dupart is based in Hartland, Wisconsin.

Is Dustin Dupart registered with the SEC?

Yes. Dustin Dupart is registered as an investment adviser representative in WI (CRD 7309094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Elevated Private Wealth manage?

Elevated Private Wealth reports $122.7M across 361 accounts in assets under management.

How do I contact Dustin Dupart?

Through Dustin's website, www.elevatedprivatewealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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