Firm
Elevated Private Wealth
Hartland, Wisconsin
Fee-only
Elevated Private Wealth at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 112 individual clients, 40 of them high net worth.
- Its average account is about $340,000 (assets it manages divided by its 361 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Hartland, Wisconsin |
|---|---|
| Website | elevatedprivatewealth.com |
| Phone | (715) 797-3358 |
Elevated Private Wealth fees
Elevated Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $123 million |
| Individual clients | 72 |
| High-net-worth clients | 40 |
| Accounts managed | 361 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-132241) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 335270 |