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Preston Devereaux Wilkie

Elevate Wealth Advisory, Inc.

Athens, GA

CRD 7412557

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Employer firm

Elevate Wealth Advisory, Inc. CRD 149713

$386M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Elevate Wealth Advisory, Inc.

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-06-03
  • GA RA
    APPROVED
    Since 2025-06-03

Branch Locations

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Campbell University Buies Creek NC 07/2016 12/2020
One Water Marine Corp Gwinett GA 05/2021 07/2021
Markel Financial Services Gwinett GA 07/2021 12/2021
Seamless Ai Remote XX 12/2021 01/2022
Homrich Berg Atlanta GA 04/2022 02/2023
University Of Georgia Athens GA 05/2023 11/2023
Elevate Wealth Advisory Athens GA 02/2024 Present
Unemployed Bogart GA 12/2020 05/2021
  • 07/2016 → 12/2020
    Campbell University
    Buies Creek, NC
  • 05/2021 → 07/2021
    One Water Marine Corp
    Gwinett, GA
  • 07/2021 → 12/2021
    Markel Financial Services
    Gwinett, GA
  • 12/2021 → 01/2022
    Seamless Ai
    Remote, XX
  • 04/2022 → 02/2023
    Homrich Berg
    Atlanta, GA
  • 05/2023 → 11/2023
    University Of Georgia
    Athens, GA
  • 02/2024 → Present
    Elevate Wealth Advisory
    Athens, GA
  • 12/2020 → 05/2021
    Unemployed
    Bogart, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-02
  • S65 Uniform Investment Adviser Law Examination
    2025-06-02

View on SEC IAPD

Nearby Firms

CANNON FINANCIAL STRATEGISTS, INC.
PARK AVENUE SECURITIES LLC
ELWOOD & GOETZ

Nearby Investors

KRISTIN LYNN SMITH
JOHN RUFUS COLE
RACHEL ANN SMITH

Nearby Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA

More in Athens, GA

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