Company Information

Get to know Elevation Wealth Management

Elevation Wealth Management is a fee-based Registered Investment Advisor (RIA) firm dedicated to providing holistic financial planning, primarily for individuals approaching or in retirement. Founded by Angela and Reid Hart, the company utilizes a proprietary process called "The Elevation Process™" to help clients navigate wealth management, retirement income strategies, tax efficiency, estate planning, and risk management. Their mission is to help clients achieve a "well-lived life" by providing clarity and confidence in their financial future through personalized, long-term strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Elevation Wealth Management

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.