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Eleiva Financial

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website eleivafinancial.com
Client types

Overview

Eleiva Financial is a boutique wealth management practice serving individuals and families in Pennsylvania and across the U.S. The firm emphasizes holistic planning—covering investments, insurance, retirement, and estate considerations—delivered through personalized strategies aligned with each client’s goals and risk profile. Its advisory approach stresses education, transparency, and coordination with clients’ attorneys and accountants. Securities and investment advisory services are provided through &Partners, LLC (SEC-registered BD/RIA), with Fidelity Investments (via National Financial Services LLC) serving as primary custodian for asset safekeeping and client access. Eleiva aims to help clients “plan wisely, live fully” with long-term, goals-based advice.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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