What Elevon Wealth Management does

Elevon Wealth Management is an independent, privately-held investment advisory firm headquartered in San Francisco, California, founded in 2016 by Ian Rosenfield, who has been in the financial services industry since 2001. The firm provides personalized financial planning and active investment advisory services primarily to individual investors and families, with a stated focus on retirement planning and wealth accumulation. Its core service offering is structured around a three-step methodology — Create, Monitor, Adjust — that pairs goal-based financial planning with ongoing portfolio review and systematic adjustments in response to market conditions or life changes.

The firm's flagship investment product is Pilot Strategies (and the related Pilot Portfolios), a proprietary active portfolio management approach that uses historical data and financial models to construct diversified portfolios with disciplined risk management, differentiating the firm from passive 'set it and forget it' advisory models. The firm also publishes 'Next Level Conversations,' an educational content resource on market and economic topics. All securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC) and investment advisory services through Raymond James Financial Services Advisors, Inc., providing the regulatory and custodial infrastructure; Elevon itself is not a registered broker-dealer and operates independently of Raymond James.

The business model is fee-based, with clients paying a quarterly fee calculated on assets under management, aligning advisor incentives with portfolio value. Distribution is sales-led and relationship-driven: the firm targets individual and high-net-worth clients in the San Francisco Bay Area through advisor-led consultations, supported by content marketing and social media. The team comprises a CEO, COO, VP of Operations, client services staff, and multiple financial advisors and partners, operating from a single headquarters location with geographic scope currently limited to California.

Name

Elevon Wealth Management

Legal name

Elevon Wealth Management

Website

https://elevonwealthmanagement.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Elevon Wealth Management is an independent San Francisco-based investment advisory firm offering personalized financial planning and active portfolio management through its proprietary Pilot Strategies methodology, serving individual investors and families primarily in the San Francisco Bay Area via the Raymond James Financial Services platform.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Retirement planning
• Investment advisory
• Wealth management
• Financial planning
• Portfolio management

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: Fee-based advisory model where clients pay a quarterly fee based on the level of assets under management (AUM). This aligns advisor incentives with client outcomes as fees scale with portfolio value. Securities are offered through Raymond James Financial Services, Inc., a registered broker/dealer.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Elevon Wealth Management delivers personalized financial planning and fee-based investment advisory services to individuals and families, structured around a three-step Create, Monitor, Adjust process. Through its proprietary Pilot Strategies methodology, the firm constructs actively managed, diversified portfolios using historical data and financial models, with securities offered via Raymond James Financial Services, Inc. and investment advisory through Raymond James Financial Services Advisors, Inc.

Product overview

Elevon Wealth Management is a financial advisory firm offering a unified service portfolio centered on personalized financial planning and active investment management. The core offering combines Financial Planning Services (helping clients create clear goals and objectives) with Pilot Strategies/Pilot Portfolios (actively managed, diversified investment portfolios using historical data and financial models). The firm also provides Next Level Conversations as an educational resource. Services are delivered through a three-step process: Create, Monitor, and Adjust, with securities offered through Raymond James Financial Services and investment advisory through Raymond James Financial Services Advisors, Inc.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning service that helps clients identify clear goals and specific objectives based on their unique financial situation, risk tolerance, and retirement goals, delivered through a Create-Monitor-Adjust process.
• Pilot Strategies Proprietary investment advisory approach using historical data and financial models to design properly diversified portfolios, with active monitoring and adjustment based on changing market conditions and client circumstances rather than a passive 'set it and forget it' strategy.
• Pilot Portfolios Discretionary investment portfolios managed by Raymond James Financial Advisors as part of a fee-based advisory program, designed to be nimble across market conditions with systematic risk management.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Raymond James Financial Services, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Elevon Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. This partnership provides the regulatory infrastructure and custodial platform for delivering investment advisory services to clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• Glassman Wealth Services: Independent, fee-only RIA in the DC metro area providing comprehensive financial planning and active portfolio management to HNW individuals and families. Closely comparable in boutique advisor-led planning, fee-based AUM model, and team-based service delivery.
• Buckingham Strategic Wealth: Independent, fee-only RIA serving individuals and families with comprehensive financial planning and active portfolio management. Closely comparable in its advisor-led, planning-first wealth management model and AUM-based pricing.

Broad incumbents

• Carson Group: RIA and advisor coaching platform providing financial planning, investment management, and practice management support to affiliated advisors. Comparable in serving individual investors through advisor-led, fee-based wealth management.
• Hightower Advisors: National RIA partnership platform providing wealth management, financial planning, and investment advisory to HNW clients. Comparable in its advisor-team model and fee-based recurring AUM revenue, though much larger and multi-state.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment advisory, and tax services to affluent clients across multiple states. Comparable in its team-based, fee-based advisory model and Create/Monitor/Adjust-style holistic planning approach.
• Creative Planning: Large independent RIA delivering fee-based financial planning, investment management, and wealth advisory to individuals and families nationwide. Comparable in fee-based recurring AUM revenue and goals-based financial planning focus.
• Fisher Investments: Large independent RIA offering discretionary portfolio management and personalized financial planning to high-net-worth and institutional clients. Comparable in providing fee-based active wealth management, but operates at vastly greater AUM scale than Elevon.
• Edelman Financial Services: National wealth management firm offering financial planning, investment advisory, and retirement planning on a fee-based model. Comparable in serving the mass-affluent to HNW segment with a goals-based planning methodology.

Emerging players

• Betterment: Leading robo-advisor offering automated, goals-based investment management and retirement planning at low fees. Comparable in targeting individuals seeking financial planning and active portfolio management, though delivered via a digital, low-fee model rather than human advisors.

Others

• Focus Financial Partners: Partner firm for independent RIAs and wealth managers, providing capital, infrastructure, and M&A support. Comparable as a potential strategic/acquirer counterparty for an independent advisory firm like Elevon seeking scale.

Market position

Strengths1 record

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ElevonWealth
• LinkedInlinkedin.com/company/elevonwealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Elevon Wealth Management