RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••• L•••• D•••••••••
- Title
- Portfolio Manager, Managing Partnerreportedelevatedprivatewealth.comfirm site, Sep 15, 2026
- Designations
- MBAreportedelevatedprivatewealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Portfolio Manager, Managing Partner”reportedelevatedprivatewealth.comthe sentence on the bio page
- Business email
- todd@elevatedprivatewealth.comreportedelevatedprivatewealth.comfirm site, Sep 15, 2026
- Professional profile
- elevatedprivatewealth.com/team/todd-drangstveitreportedelevatedprivatewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E••••••• P•••••• W••••• independent RIA currentsince Apr 15, 2025 · Hartland, Wi
- P•••••• C••••••••• W••••• M••••••••• L•• formerJan 12, 2021 to Apr 15, 2025 · Weddington, Nc
- P•••••• C••••••••• W••••• M••••••••• L•• to E••••••• P•••••• W•••••left Apr 15, 2025, registered Apr 15, 2025 (0 days) · Other
- T••• L•••• D••••••••• left P•••••• C••••••••• W••••• M••••••••• L•• for E••••••• P•••••• W••••• (registered 2025-04-15)Apr 15, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address