Elevate Investment Management, LLC

EST. AUM
$36,750,994

CONTACTS

CLIENT ACCOUNTS
31

Firm Details

Metro area Phoenix
CRD Number 337862
Website elevateim.com
Client types

Overview

Elevate Investment Management, LLC (EIM) is a boutique, independent investment advisory practice headquartered in Scottsdale, Arizona. Established in July 2025 and obtaining formal state regulatory approval in October 2025, the firm operates under the direct ownership and operational guidance of its founder, Managing Member and Chief Compliance Officer Matthew Ryan Miller. EIM delivers highly individualized, fiduciary-level wealth solutions primarily built around comprehensive Investment Policy Statements (IPS). These blueprints closely align client portfolios with specific income demands, active tax brackets, long-term horizons, and risk thresholds. The firm manages capital via discretionary authority, allowing for efficient asset rebalancing and ongoing selection without transactional delays. EIM operates under a transparent advisory fee framework, explicitly excluding wrap-fee structural participation to prioritize direct alignment with individual and high-net-worth retail investors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Elevate Investment Management, LLC

Platform Details

Investment Preferences

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Address

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