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Elevated Private Wealth

EST. AUM
$122,688,111

CONTACTS
4

CLIENT ACCOUNTS
361

Firm Details

Metro area Milwaukee
CRD Number 335270
Website elevatedprivatewealth.com
Client types

Overview

Elevated Private Wealth Advisors is a wealth management firm headquartered in Salt Lake City, Utah, with an additional office in Springville. Formerly known as Martucci Adams Wealth Advisors, the firm rebranded as part of its strategic growth and succession planning. As of August 2020, Elevated Private Wealth Advisors managed approximately $325 million in assets under management (AUM). The firm specializes in multigenerational wealth management and comprehensive business planning solutions. Its services encompass financial planning, asset allocation, investment selection, life insurance, and retirement planning. Elevated Private Wealth Advisors employs a team-based approach to assist families and business owners in achieving their financial goals.

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Address

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

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