ELEVATE WEALTH ADVISORY, INC.
SEC file number 801-77776
· ATHENS, GA
https://patientconnect365.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$314.1M
Discretionary AUM
$0
Employees
11
Clients
—
Firm
- Address
- 190 HAWTHORNE PARK
ATHENS, GA 30606 - Phone
- —
- Website
- https://patientconnect365.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- 1900 Elevate Music 4 2024 Series (fund 1900 Direct Series LLC) Low name-match confidence · CIK 2055847 · TX
- AEA Elevate Fund II LP Low name-match confidence · CIK 2097602 · NY
- AEA Elevate Fund (Parallel) II LP Low name-match confidence · CIK 2097537 · NY
- Axcel Elevate I K/S Low name-match confidence · CIK 2083802 · G7
- Axcel Elevate I K/S 2 Low name-match confidence · CIK 2083803 · G7
- Chef elevated, LLC Low name-match confidence · CIK 1996275 · GA
- Creto Elevated Imaging, LLC Low name-match confidence · CIK 2138491 · FL
- Elevate Alpha Fund LP Low name-match confidence · CIK 2114379 · CA
- Elevate Boise Townhomes LLC Low name-match confidence · CIK 2150565 · WA
- Elevate Capital Fund III LP Low name-match confidence · CIK 2094009 · OR
- Elevate CDB, Inc. Low name-match confidence · CIK 1844410 · DE
- Elevate Clinical Research, Inc. Low name-match confidence · CIK 2105683 · TX
-
Elevate Boise Townhomes LLC · D · Sep 18, 2026$965.7K
-
Creto Elevated Imaging, LLC · D · Jun 5, 2026$4.4M
-
Elevate Alpha Fund LP · D · Mar 4, 2026
-
Elevate Clinical Research, Inc. · D · Feb 17, 2026
-
AEA Elevate Fund II LP · D · Dec 16, 2025
-
AEA Elevate Fund (Parallel) II LP · D · Dec 16, 2025
-
Elevate Capital Fund III LP · D · Nov 13, 2025$50M
-
Axcel Elevate I K/S 2 · D · Oct 20, 2025
-
Axcel Elevate I K/S · D · Oct 20, 2025
-
Elevate CDB, Inc. · D · Mar 5, 2025$8M
-
1900 Elevate Music 4 2024 Series (fund 1900 Direct Series LLC) · D · Feb 10, 2025