GNH Asset Management

What GNH Asset Management does

Team Elevated Asset Management, LLC is a privately held Registered Investment Advisory (RIA) firm founded in 2015 and headquartered at 100 E. Thousand Oaks Blvd. #140, Thousand Oaks, California. The firm is owned and operated by its founding advisors, with two named principals: Alex Son (Managing Director and CFO, previously at Morgan Stanley and Hanmi Bank) and James Yoo, CFP (Managing Director and Head of Wealth Management, previously at Morgan Stanley and Wilshire Bank/Bank of Hope). It operates as an independent RIA following the fiduciary standard, with no external private equity or venture capital backing and no parent company identified.

The firm's product is a wrap fee investment advisory platform providing individualized portfolio management on both discretionary and non-discretionary bases, billed as a single bundled fee that covers advisory and brokerage transaction costs. The platform integrates an alternative investments module offering access to Multi-Strategy, Emerging Market, Global Long/Short, Macro, Absolute Return, Credit, Managed Futures/Commodities, REIT, and BDC funds, plus a retirement solutions module spanning individual retirement accounts to corporate defined contribution and defined benefit plans. Account custody and client login infrastructure are delivered through a partnership with Charles Schwab; the firm itself does not operate a proprietary technology stack beyond its website and standard advisor tools.

Revenue is generated through recurring wrap fees on managed accounts. The primary customer segment is affluent individuals and families seeking holistic wealth management, with a secondary segment serving self-employed individuals and mid-to-large corporations needing retirement plan design. Distribution is direct through one-on-one advisory relationships, sourced primarily via the company website and contact form; no public pricing, no external funding, no patents, and no disclosed revenue or AUM figures are available in the source data.

Name

GNH Asset Management

Legal name

Team Elevated Asset Management, LLC

Website

https://gnhasset.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Team Elevated Asset Management is a privately held Registered Investment Advisory firm offering wrap fee portfolio management, alternative investments, and retirement planning to affluent individuals, families, and business clients from its Thousand Oaks, California headquarters.

Ownership category

akta.pro rank

Product category

Investment Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Insurance and Employee Benefit Funds (5251)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Global Equity (Active) (FSAAAIAD)

Keywords

• Investment advisory services
• Wealth management
• Wrap fee programs
• Alternative investments
• Retirement planning

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wrap Fee Advisory Services: The firm generates revenue through wrap fee programs where clients pay a single fee covering both investment advisory services and brokerage commissions/transaction fees. Provides asset allocation advice and investment selection on discretionary or non-discretionary basis for individualized managed accounts.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Team Elevated Asset Management is a Registered Investment Advisory firm that delivers customized investment solutions through wrap fee programs. It provides discretionary and non-discretionary portfolio management tailored to each client's investment objectives, financial goals, risk tolerance, and preferences, with access to traditional and alternative investments. Complementary services include alternative investment access, retirement planning solutions for individuals and corporate plans, and holistic wealth management advisory.

Product overview

Team Elevated Asset Management operates as a Registered Investment Advisory firm offering a unified wrap fee advisory platform. The core product is the Wrap Fee Investment Advisory Program, which provides individualized, discretionary and non-discretionary portfolio management. This core platform integrates Alternative Investments (offering access to funds across multiple strategies including emerging markets, macro, credit, real estate, and commodities) and Retirement Solutions (spanning individual retirement accounts to corporate defined benefit plans). The firm delivers holistic wealth management through its team of advisors with combined experience across wirehouse, banking, and insurance channels.

Differentiator

Problem solved

Functional benefit

Products and services

• Wrap Fee Investment Advisory Program Discretionary and non-discretionary investment advisory service providing individualized portfolio management. Wrap fee accounts allow clients to transact in investment products without separate brokerage commissions or transaction fees, managed according to client investment objectives, financial goals, and risk tolerance.
• Alternative Investments
• Retirement Solutions Retirement planning services including wrap fee account options, individual retirement accounts, self-employed retirement plans, and corporate solutions for defined contribution and defined benefit programs for mid-to-large businesses.
• Wealth Management Advisory Customized investment solutions and holistic wealth management services delivered by a team with experience across wirehouse, banking, and insurance channels.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Creative Planning: Major nationwide RIA providing comprehensive wealth management, retirement planning, and alternative investments to affluent individuals and businesses. A scaled fiduciary competitor against which Team Elevated positions.
• Bessemer Trust: Private wealth and investment management firm focused on HNW and UHNW families, providing discretionary and non-discretionary portfolio management with alternative investment access. Highly comparable offering to Team Elevated's HNW clientele.
• Carson Group: National RIA platform supporting financial advisors with wealth management, retirement, and alternative investment offerings. Competes with Team Elevated for advisor talent and serves overlapping HNW client base.
• Edelman Financial Engines: Large independent RIA serving individuals and corporate retirement plans with advisory and investment management services. Overlaps with Team Elevated's HNW individual and retirement plan segments.
• Mercer Advisors: National RIA offering wealth management, investment advisory, and retirement plan services to HNW clients. Directly comparable service mix to Team Elevated, including alternative investments and retirement solutions.
• Mariner Wealth Advisors: Large national RIA serving HNW individuals and families with holistic wealth management, including alternatives and retirement plan services. Operates at a much larger scale than Team Elevated but competes in the same fiduciary advisory space.

Direct peers

• Halbert Hargrove: Independent fee-only RIA providing personalized wealth management and retirement planning to HNW individuals and families. Comparable boutique fiduciary model with similar client profile.
• Pathstone: Independent, employee-owned RIA providing comprehensive wealth management and family office services to HNW families, including alternative investments. Closely comparable boutique-competitor profile to Team Elevated.
• Ritholtz Wealth Management: Boutique RIA offering personalized investment management and financial planning to affluent individuals on a wrap fee basis. Operates at a similar boutique scale with comparable fiduciary positioning.

Others

• Charles Schwab Advisor Services: Institutional custody and trading platform for independent RIAs; Team Elevated relies on Schwab for custody and account services. Not a direct competitor but a strategic infrastructure partner and ecosystem counterparty.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/gnhasset
• LinkedInlinkedin.com/company/gnh-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 GNH Asset Management