Elevation Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Elevation Wealth LLC is a small, state‑registered investment adviser that provides financial planning and portfolio management services and often implements strategies through institutional or third‑party investment managers rather than acting solely as an in‑house discretionary manager. The firm’s brochure describes services spanning cash‑flow and retirement planning to ongoing portfolio supervision and consultation for institutional or pooled mandates.
The firm’s stated investment approach blends Modern Portfolio Theory with both fundamental and technical analysis, emphasizing broad diversification across equities, fixed income and other asset classes and the use of tax‑efficient, low‑cost vehicles when practical. Portfolios are tailored to client objectives and constraints, with the firm conducting due diligence on recommended third‑party managers and permitting client‑specified investment restrictions.
Elevation Wealth’s profile includes several features that are uncommon among peers: the principal is also registered as a broker‑dealer representative and licensed as an insurance agent (with the ability to earn commissions and distribution trails when acting in those capacities), the firm routinely recommends and selects other advisers for discretionary implementation and accepts hourly engagements for limited planning work. The firm is a single‑advisor operation and, per its brochure, reported no assets under management as of the most recent filing; the firm discloses these outside activities and potential conflicts of interest in advance of engagements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000+: 0.50% annually
Commissions are charged by Mr. Chambers when acting as a registered representative or insurance agent; commissions vary and are disclosed at time of recommendation
$325 per hour for limited planning engagements
Fee-only: Financial planning fees range from $2,500 to $12,000 per plan; hourly fee is $325 per hour billed in 30-minute increments
Main office location
Elevation Wealth LLC
Aston PA, United States
Number of offices
1
Most active in
Elevation Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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