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DD

Dustin R. Dupart

ELEVATED PRIVATE WEALTH
APPLETON, WI
Some features on this profile are disabled
CRD#: 7309094
DD

Professional summary

Dustin Raymond Dupart is a registered financial advisor currently at ELEVATED PRIVATE WEALTH located in Appleton, Wisconsin.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dustin has worked at 2 firms and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
1) Dupart Wealth Management, LLC; Not investment-related; Weddington, NC; Owner; Start 8/2022; Approximately 0 hrs/mo during trading hours; salary paid through LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Raymond Dupart's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 15, 2025 - Present

ELEVATED PRIVATE WEALTH

RIA
CRD#: 335270
APPLETON, WI
Past

January 12, 2021 - April 15, 2025

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

RIA
CRD#: 312022
CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATED PRIVATE WEALTH
ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA
Registered Investment Advisory firm - (3/28/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(4/15/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/3/2020
Securities Industry Essentials Examination

Current Firm

EP
ELEVATED PRIVATE WEALTH
ELEVATED PRIVATE WEALTH | ELEVATED WEALTH, LLC

CRD#: 335270 / SEC#: 801-132241

RIA
Registered Investment Advisory firm - (3/28/2025 Approved)
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Contact information

Main Address
Brookfield, WI
Mailing Address
Phone number
(715) 797-3358
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPW ADV 2A (7/21/2025)

Regulatory assets under management

Total Number of Accounts323
AUM (Assets Under Management)$ 108,558,811

Red Flags

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.

Company Information

ELEVATED PRIVATE WEALTH

CRD#: 335270Appleton, WI

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