DFX Intelligence

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.

SEC-registered adviser

Elevate Planners

Independent wealth managerCRD 332251SEC 801-134828websiteIAPD
Legal name Elevate Planners, LLC
Latest filing Dec 15, 2025
First filing on the tape Jul 3, 2024 · 4 filings
SEC status approved since Jan 12, 2026
RAUM
$25.9M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$25.9M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$13.0M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$25.9M as of Dec 15, 2025
Jul 3, 2024$0 then
HNW client RAUM$20.0M as of Dec 15, 2025
Jul 3, 2024$0 then
State-registered IARs (5.B.3)1 as of Dec 15, 2025
Jul 3, 20241 then
Employees (5.A)1 as of Dec 15, 2025
Jul 3, 20241 then
Private funds: no history
Practice profile
derived from the filing of Dec 15, 2025; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$13.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
22derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.7MderivedHNW RAUM over HNW clients
Average account
$195,083derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Wrap fee program
$25.9MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$20.0M77%
  • Individuals$6.0M23%
Individual clients
32reported
HNW clients
12reported
Pension plan clients
n/areported
Charitable clients
0reported
Accounts
133reported
Financial planning clients
1-10reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Oleg N. ZviaginBrooklyn, NyFeb 6, 202510 y5
Lukas J DewittMount Vernon, Ny Feb 6, 202511 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • N. Oleg Zviagin · Principal/Chief Compliance Officer/Managing Membercontrol
      since 05/2024 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Brooklyn, Ny200
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 34 to 133
      Dec 16, 2024 to Dec 15, 2025
    • HNW clients · 5 to 12
      Dec 16, 2024 to Dec 15, 2025
    • Individual clients · 9 to 32
      Dec 16, 2024 to Dec 15, 2025
    • Financial planning clients · 1-10 to 1-10
      Dec 16, 2024 to Dec 15, 2025
    • HQ city · unset to
      Dec 16, 2024 to Dec 15, 2025
    • HQ state · unset to
      Dec 16, 2024 to Dec 15, 2025
    • Discretionary RAUM · $9.9M to $25.9M
      Dec 16, 2024 to Dec 15, 2025
    • HNW RAUM · $7.9M to $20.0M
      Dec 16, 2024 to Dec 15, 2025
    • Individual RAUM · $2.0M to $6.0M
      Dec 16, 2024 to Dec 15, 2025
    • RAUM · $9.9M to $25.9M
      Dec 16, 2024 to Dec 15, 2025
    • Accounts · 0 to 34
      Aug 21, 2024 to Dec 16, 2024
    • HNW clients · unset to 5.0
      Aug 21, 2024 to Dec 16, 2024
    • Individual clients · unset to 9.0
      Aug 21, 2024 to Dec 16, 2024
    • Financial planning clients · 0 to 1-10
      Aug 21, 2024 to Dec 16, 2024
    • Discretionary RAUM · $0 to $9.9M
      Aug 21, 2024 to Dec 16, 2024
    • HNW RAUM · $0 to $7.9M
      Aug 21, 2024 to Dec 16, 2024
    • Individual RAUM · $0 to $2.0M
      Aug 21, 2024 to Dec 16, 2024
    • RAUM · $0 to $9.9M
      Aug 21, 2024 to Dec 16, 2024
    Signals
    1 dated events
    • Elevate Planners filed its initial SEC registration (Form ADV)
      Jul 3, 2024 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    info@lvtplanners.comreportedpublished by the firm, firm site, Sep 16, 2026
    Business phone
    347-506-6061reportedpublished by the firm, firm site, Sep 16, 2026
    Website
    LVTPlanners.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    347-506-6061reportedpublic record, Form ADV, Dec 15, 2025
    Contact form
    lvtplanners.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $13.0Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026