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Elevon Wealth Management

Elevon Wealth Management

Financial ServicesFlag of USSan Francisco, California, United States1-10 Employees

Company overview

Headquarters1160 Battery St, 1st Floor East, San Francisco, California 94111, US
Phone number+14155908000
Website
NAICS52
Keywords
Risk Management, Wealth Management, Retirement Planning, Business Planning, Financial Planning, Estate, Investment Solutions, Charitable Giving & Trust
Founded2016
Employees1-10
Socials

Key Contact at Elevon Wealth Management

Flag of US

Chris Vetrano

Vice President of Operations

About Elevon Wealth Management

We’ve been in the financial services industry since 2001, but we’re relatively new to the social media scene. So why now? We’re not sales people. We’re not marketers. There are some amazing sales people out there, but that’s just not who we are. We are money managers, portfolio managers. We’re educators. We’re not here to manage you. Let’s work together to help solve a crucial problem that exists – many clients aren’t receiving the service they deserve. Everyone deserves a personalized, thoughtful financial plan and a disciplined portfolio strategy with the ability to be nimble in different market conditions. We’re in this business to make a difference, to help people take their financial journey to the next level. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Elevon Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the tax and regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

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Elevon Wealth Management revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
C-Suite
Vice President

Employees by Department

Elevon Wealth Management has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Elevon Wealth Management has never raised funding before.

Elevon Wealth Management Tech Stack

Discover the technologies and tools that power Elevon Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

GoDaddy

GoDaddy

Hosting

Open Graph

Open Graph

Miscellaneous

Font Awesome

Font Awesome

Font scripts

OWL Carousel

OWL Carousel

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

Google Font API

Google Font API

Font scripts

Frequently asked questions

Elevon Wealth Management is located in San Francisco, California, US.
You can reach Elevon Wealth Management at +14155908000.
Elevon Wealth Management was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Elevon Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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