What departments does Elevate Wealth Advisory have?

Elevate Wealth Advisory has employees across 3 departments including Marketing, Finance, Operations.

What is the largest department at Elevate Wealth Advisory?

The largest department at Elevate Wealth Advisory is Marketing with 2 employees.

Where are Elevate Wealth Advisory employees located globally?

Elevate Wealth Advisory has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Elevate Wealth Advisory's team size changed over time?

Elevate Wealth Advisory's team has grown from approximately 13 to 16 employees based on available data.

Elevate Wealth Advisory Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Elevate Wealth Advisory is an independent investment advisor and fee only financial planner based in Athens, Georgia. The firm operates under a fiduciary duty, providing investment guidance that prioritizes the interests of clients. It focuses on delivering comprehensive, personalized financial plans intended to protect, manage, and grow the wealth of clients. As a smaller to mid sized practice, it functions within the financial services landscape to support individual financial goals.

It serves individuals seeking objective, personalized advice and planning in the Athens region. Positioned as an independent, fee only advisor, the firm avoids commission driven product recommendations and emphasizes tailored long term wealth management.

Elevate Wealth Advisory Global Highlights

North America
20

United States Of America
20

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Elevate Wealth Advisory's Leadership

D. R.
President/Ceo
Mobile Phone
Email
D. S.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
B. R.
Vice President, Wealth Adviser
Mobile Phone
Email
B. K.
Marketing Director
Mobile Phone
Email
G. S.
Director Of Wealth Advice
Mobile Phone
Email
C. V.
Wealth Advisor
Mobile Phone
Email
C. C. H.
Wealth Adviser
Mobile Phone
Email
P. W.
Wealth Advisor Associate
Mobile Phone
Email

Elevate Wealth Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Support
Accounting
Other
Sales

Contact profiles from Elevate Wealth Advisory

Name

Title

Contact Info

Location

Last Update

B. K.
Marketing Coordinator
Mobile Phone
Email
Oct 17, 2024
D. V.
Financial Advisor, Aif
Mobile Phone
Email
United KingdomCroydon
Jun 08, 2026
D. S.
Operations Associate
Mobile Phone
Email
Oct 17, 2024
D. B.
Client Services Advisor
Mobile Phone
Email
UNITED STATES
May 25, 2025
M. M.
Hospitality Coordinator
Mobile Phone
Email
United StatesGeorgia
Apr 03, 2025
B. H.
Director Of Tax Services, Wealth Adviser Associate
Mobile Phone
Email
United StatesGeorgia
Jun 25, 2026

Frequently Asked Questions

What is Elevate Wealth Advisory known for?

Elevate Wealth Advisory was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 2500 Daniells Bridge Road Building 200 Suite 2b Athens, Georgia United States; you can contact the main corporate office by phone at

+1-706-353-****

. Explore Elevate Wealth Advisory's company overview page for more information.

What is Elevate Wealth Advisory's most common email format?

Elevate Wealth Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Elevate Wealth Advisory email formats with LeadIQ.

How many employees does Elevate Wealth Advisory have currently?

Elevate Wealth Advisory has approximately 16 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Elevate Wealth Advisory's key employees and leadership?

As of June 2026, Elevate Wealth Advisory's key employees include:

President/Ceo: D. R.
Executive Assistant To Chief Executive Officer: D. S.
Vice President, Wealth Adviser: B. R.
Marketing Director: B. K.
Director Of Wealth Advice: G. S.

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Elevate Wealth Advisory Employee Directory

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