Preston Devereaux Wilkie
Investment adviser representative at Elevate Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$385.5MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Elevate Wealth Advisory, Inc.Feb 2024 to now
- University of GeorgiaMay 2023 to Nov 2023
- Homrich BergApr 2022 to Feb 2023
- Seamless AiDec 2021 to Jan 2022
- Markel Financial ServicesJul 2021 to Dec 2021
- One Water Marine CorpMay 2021 to Jul 2021
- UnemployedDec 2020 to May 2021
- Campbell UniversityJul 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Elevate Wealth Advisory, Inc.
$385.5MAssets managed
635Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7412557
- Firm CRD
- 149713