Aspen Elizabeth Townley
Investment adviser representative at Elevate Wealth Advisory, Inc.
9 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
9 years in the industry.
- Elevate Wealth Advisory, Inc.Nov 2025 to now
- Playon SportsAug 2025 to Nov 2025
- Campus CollegeJul 2025 to Dec 2025
- Barrow County SchoolsAug 2024 to May 2025
- White Oak Learning AcademyJun 2022 to Aug 2024
- North Forsyth High SchoolAug 2018 to Jun 2022
- Little Mill Middle SchoolApr 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8257760
- Firm CRD
- 149713