Chad Michael Vaughn
Professional Summary
Chad Michael Vaughn, who also goes by Chad Michael Litman, Chad Litman Vaughn, Chad Michael Vaughn, was a registered financial advisor. Chad was a previously registered financial professional and started their career in finance 2024 - 2025. Chad had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Chad is a financial associate with more than two decades of experience. Prior to joining Elevation Wealth Partners, he assisted managing individuals’ wealth at Phocas Financial. Chad works closely with high net worth individuals, families and nonprofits. His experience includes extensive work in personal financial analysis, asset allocation and retirement planning. Before Phocas, Chad spent 13 years at First Republic Investment Management as a Director in its fixed-income division. Formerly, he was a Senior Client...
Other Aliases
Chad Michael Litman, Chad Litman Vaughn, Chad Michael Vaughn
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
Education
San Francisco State University
History and Philosophy, BA
History and Philosophy, BA
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Current Firm
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
Contact Information
Main Address
2121 North California Blvd Suite 290, Walnut Creek, CA 94596Phone Number
(925) 962-5600# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,000AUM (Assets Under Management)
$670,748,146Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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