Drake Wellborn
Investment adviser representative at Elevate Financial Planning and Wealth Management
11 yearsExperience
2 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Elevate Financial Planning and Wealth ManagementSep 2025 to now
- Lumos FiberJun 2024 to Aug 2024
- The Club At GlenmoreMay 2023 to Jul 2025
- Veritas Vineyards and WineryMay 2023 to May 2024
- Campus InkFeb 2023 to Sep 2023
- Hampden-sydney CollegeJan 2022 to May 2025
- Lake Forest CollegeAug 2021 to Jan 2022
- Woodberry Forest SchoolAug 2017 to May 2021
- The Covenant SchoolJan 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 1 yearIn 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
- 8173313
- Firm CRD
- 329079