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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC, CRD 329079

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b93e11ac-2682-997f-0edc-2f133816dce1

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 14
On other graphs: 0
Observed: Mar 30, 2026 to Jun 11, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $107MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $107M
Private client RAUM: $107MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 46
RAUM per advisor: $2.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 38
Advisory employees: 36
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 630
Individual clients: 445
High net worth clients: 12
SEC number: 801-135497
CRD: 329079
Filings on the tape: 3
First filed: Mar 30, 2026
Latest filed: Jun 11, 2026
Organised: Limited Liability Company, FL
Website: elevatefpwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 47

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Dillon Joseph Nemeth	n/a	ST. PETERSBURG, FL	2	11	1	no
Christopher Joseph Athens	n/a	ST. PETERSBURG, FL	2	10	1	no
Jonathan David Colquitt	n/a	Chattanooga, TN \| ST. PETERSBURG, FL	2	10	1	no
Dylan Paskell	n/a	ST. PETERSBURG, FL \| Chattanooga, TN	1	10	1	no
Heath McCullough	n/a	Chattanooga, TN \| ST. PETERSBURG, FL	1	10	n/a	no
Jack William Dickerson	n/a	ST. PETERSBURG, FL \| Chattanooga, TN	1	10	n/a	no
John Worthington Scott	n/a	Chattanooga, TN \| ST. PETERSBURG, FL	1	11	n/a	no
Hunter Paul Mills	n/a	ST. PETERSBURG, FL	1	11	1	no
Carter Jay Bowman	n/a	ST. PETERSBURG, FL	1	12	1	no
William James Ohme	n/a	ST. PETERSBURG, FL	1	12	1	no
William Lichota	n/a	St. Petersburg, FL \| ST. PETERSBURG, FL	1	20	1	no
Dante Rubino	n/a	ST. PETERSBURG, FL	1	22	n/a	no
Austin Keiji Young	n/a	ST. PETERSBURG, FL	1	10	n/a	no
Sean Lyons	n/a	ST. PETERSBURG, FL \| CHATTANOOGA, TN	1	11	n/a	no
David Chase Carnahan	n/a	Chattanooga, TN \| ST. PETERSBURG, FL	1	11	n/a	no
Evan wesley Atchley	n/a	ST. PETERSBURG, FL	1	11	n/a	no
Storm Francis Benson	n/a	ST. PETERSBURG, FL	1	10	1	no
Karyna Shatrova	n/a	ST. PETERSBURG, FL	1	11	n/a	no
Weston Turner Walker	n/a	Chattanooga, TN \| ST. PETERSBURG, FL	1	10	n/a	no
Braden Carnes	n/a	ST. PETERSBURG, FL \| Chattanooga, TN	1	10	n/a	no
Cole Carson	n/a	ST. PETERSBURG, FL	1	10	n/a	no
Ryan Donald Blumthal	n/a	ST. PETERSBURG, FL	1	11	n/a	no
Jack Neeson	n/a	ST. PETERSBURG, FL	1	12	n/a	no
William Murty	n/a	ST. PETERSBURG, FL \| Chattanooga, TN	1	10	n/a	no
Cade Scarborough	n/a	ST. PETERSBURG, FL	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Athens, Christopher, Joseph	MEMBER/MANAGER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER	C	yes	09/2023	Jun 11, 2026	Jun 11, 2026
Colquitt, Jonathan, David	MEMBER/MANAGER/MANAGING PARTNER	C	yes	09/2023	Jun 11, 2026	Jun 11, 2026
Nemeth, Dillon, Joseph	MEMBER/MANAGER/MANAGING PARTNER	C	yes	09/2023	Jun 11, 2026	Jun 11, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$107M	$107M	38	36	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	8	-8	17.4%	0	3	0	9	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$107M	n/a	n/a	n/a	n/a	38	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FISHER INVESTMENTS	3	Apr 27, 2026	Aug 17, 2026	ST PETERSBURG, FL	Team lift out	RIA to RIA	8.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FLORIDA FINANCIAL ADVISORS, LLC	6	Sep 19, 2024	Nov 7, 2024	SAINT PETERSBURG, FL	Team lift out	Ibd to RIA	1.7%
FLORIDA FINANCIAL ADVISORS, LLC	2	Sep 19, 2024	Oct 22, 2024	CHATTANOOGA, TN	Team lift out	Ibd to RIA	0.6%

Relationships

Registered with (54)

← Dominic James ColantonioAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← John Conner DallinAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← Milton Lance BoltonAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← Anthony PattenAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← Jesse AdkinsAdvisorregistration: current employment
Aug 6, 2026 to presentfactForm ADV
← Derick Anderson RojasAdvisorregistration: current employment
Jul 31, 2026 to presentfactForm ADV
← Wyatt FultonAdvisorregistration: current employment
Jul 22, 2026 to presentfactForm ADV
← Patryk MichniewiczAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← Justin Wang ZhangAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← Alexander Harrison BenhamAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Kai WashingtonAdvisorregistration: current employment
Jun 17, 2026 to presentfactForm ADV
← Luke Patrick RubinoAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Gavin Hunter WatsonAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Carson Allen PurvisAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← Dearl FranceAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← Zachary Ross UnderwoodAdvisorregistration: current employment
Jan 30, 2026 to presentfactForm ADV
← Aidan Theodore FilesAdvisorregistration: current employment
Jan 20, 2026 to presentfactForm ADV
← Francisco Adriel Lasanta GorbeaAdvisorregistration: current employment
Nov 18, 2025 to presentfactForm ADV
← Drake WellbornAdvisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← Benjamin ShinnersAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← Colin McCleeryAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← Cade ScarboroughAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← William MurtyAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← Jack NeesonAdvisorregistration: current employment
Jul 18, 2025 to presentfactForm ADV
← Ryan Donald BlumthalAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV
← Cole CarsonAdvisorregistration: current employment
Jun 19, 2025 to presentfactForm ADV
← Braden CarnesAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← Weston Turner WalkerAdvisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← Karyna ShatrovaAdvisorregistration: current employment
Apr 18, 2025 to presentfactForm ADV
← Storm Francis BensonAdvisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
and 24 more

Controls (3)

← Nemeth, Dillon, JosephOwnerMEMBER/MANAGER/MANAGING PARTNER, ownership code C, individual
Jun 11, 2026 to presentfactForm ADV
← Colquitt, Jonathan, DavidOwnerMEMBER/MANAGER/MANAGING PARTNER, ownership code C, individual
Jun 11, 2026 to presentfactForm ADV
← Athens, Christopher, JosephOwnerMEMBER/MANAGER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 11, 2026 to presentfactForm ADV

Moved with (2)

→ FISHER INVESTMENTSRegistered adviser3 advisors, team lift out
Apr 27, 2026 to Aug 17, 2026factForm ADV
← FLORIDA FINANCIAL ADVISORS, LLCRegistered adviser6 advisors, team lift out, same day
Sep 19, 2024 to Nov 7, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 25, 2026
Advisor changed firm
Jack D Detampel left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-09-17)
Form ADVobserved 2 days ago
Occurred
Aug 25, 2026
Advisor changed firm
Brodie Downing left Elevate Financial Planning And Wealth Management for Severin Investments Llc (registered 2026-09-10)
Form ADVobserved 6 days ago
Occurred
Jul 30, 2026
Advisor changed firm
Logan Douglas Goodwin left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-08-17)
Form ADVobserved 6 days ago
Occurred
May 11, 2026
Advisor changed firm
Cole Peterlin left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-08-17)
Form ADVobserved 6 days ago
Occurred
May 5, 2026
Advisor changed firm
Kevin Lee Howe left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-06-10)
Form ADVobserved 6 days ago
Occurred
Apr 27, 2026
Team lift-out
3 advisors left Elevate Financial Planning And Wealth Management (ST Petersburg, FL) for Fisher Investments within 14 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Apr 27, 2026
Advisor changed firm
Ethan Elliott Maclean left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-06-11)
Form ADVobserved 6 days ago
Occurred
Dec 10, 2025
Advisor changed firm
Austin Hagen left Elevate Financial Planning And Wealth Management for Fisher Investments (registered 2026-01-22)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2025
Advisor changed firm
Hugh Gebhardt left Elevate Financial Planning And Wealth Management for Csenge Advisory Group, Llc (registered 2026-02-03)
Form ADVobserved 6 days ago
Occurred
Aug 28, 2025
Advisor changed firm
Mikai Evan Thomas left Elevate Financial Planning And Wealth Management for Heritage Wealth Advisors (registered 2026-08-17)
Form ADVobserved 6 days ago
Occurred
Sep 19, 2024
Team lift-out
6 advisors left Florida Financial Advisors, LLC (Saint Petersburg, FL) for Elevate Financial Planning And Wealth Management on the same day
Form ADVobserved 5 days ago
6 advisors
Occurred
Sep 19, 2024
Team lift-out
2 advisors left Florida Financial Advisors, LLC (Chattanooga, TN) for Elevate Financial Planning And Wealth Management on the same day
Form ADVobserved 5 days ago
2 advisors

Show 2 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Carson Allen Purvis no longer holds an investment adviser registration (last listed at Elevate Financial Planning And Wealth Management on the 2026-09-17 feed)
Occurred
Sep 16, 2026
Oscar Cruz Salas registered as an investment adviser representative at Elevate Financial Planning And Wealth Management

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b93e11ac-2682-997f-0edc-2f133816dce1
First observed: Mar 30, 2026
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC, CRD 329079

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b93e11ac-2682-997f-0edc-2f133816dce1

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Dillon Joseph Nemeth

n/a

ST. PETERSBURG, FL

Christopher Joseph Athens

n/a

ST. PETERSBURG, FL

Jonathan David Colquitt

n/a

Chattanooga, TN | ST. PETERSBURG, FL

Dylan Paskell

n/a

ST. PETERSBURG, FL | Chattanooga, TN

Heath McCullough

n/a

Chattanooga, TN | ST. PETERSBURG, FL

n/a

Jack William Dickerson

n/a

ST. PETERSBURG, FL | Chattanooga, TN

n/a

John Worthington Scott

n/a

Chattanooga, TN | ST. PETERSBURG, FL

n/a

Hunter Paul Mills

n/a

ST. PETERSBURG, FL

Carter Jay Bowman

n/a

ST. PETERSBURG, FL

William James Ohme

n/a

ST. PETERSBURG, FL

William Lichota

n/a

St. Petersburg, FL | ST. PETERSBURG, FL

Dante Rubino

n/a

ST. PETERSBURG, FL

n/a

Austin Keiji Young

n/a

ST. PETERSBURG, FL

n/a

Sean Lyons

n/a

ST. PETERSBURG, FL | CHATTANOOGA, TN

n/a

David Chase Carnahan

n/a

Chattanooga, TN | ST. PETERSBURG, FL

n/a

Evan wesley Atchley

n/a

ST. PETERSBURG, FL

n/a

Storm Francis Benson

n/a

ST. PETERSBURG, FL

Karyna Shatrova

n/a

ST. PETERSBURG, FL

n/a

Weston Turner Walker

n/a

Chattanooga, TN | ST. PETERSBURG, FL

n/a

Braden Carnes

n/a

ST. PETERSBURG, FL | Chattanooga, TN

n/a

Cole Carson

n/a

ST. PETERSBURG, FL

n/a

Ryan Donald Blumthal

n/a

ST. PETERSBURG, FL

n/a

Jack Neeson

n/a

ST. PETERSBURG, FL

n/a

William Murty

n/a

ST. PETERSBURG, FL | Chattanooga, TN

n/a

Cade Scarborough

n/a

ST. PETERSBURG, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Athens, Christopher, Joseph

MEMBER/MANAGER/MANAGING PARTNER/CHIEF COMPLIANCE OFFICER

yes

09/2023

Jun 11, 2026

Colquitt, Jonathan, David

MEMBER/MANAGER/MANAGING PARTNER

yes

09/2023

Jun 11, 2026

Nemeth, Dillon, Joseph

MEMBER/MANAGER/MANAGING PARTNER

yes

09/2023

Jun 11, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-8

17.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$107M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FISHER INVESTMENTS

Apr 27, 2026

Aug 17, 2026

ST PETERSBURG, FL

Team lift out

RIA to RIA

8.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FLORIDA FINANCIAL ADVISORS, LLC

Sep 19, 2024

Nov 7, 2024

SAINT PETERSBURG, FL

Team lift out

Ibd to RIA

1.7%

FLORIDA FINANCIAL ADVISORS, LLC

Sep 19, 2024

Oct 22, 2024

CHATTANOOGA, TN

Team lift out

Ibd to RIA

0.6%