ELEVATION WEALTH MANAGEMENT LIMITED Financials
- Company number
- 04794182Copy
Copy - Registered office
- Elevation House Unit 1 Marlin Office Village, Chester Road, Castle Vale, Birmingham B35 7AZ
- Incorporated
- 10/06/2003
Company snapshot
- Status
- Active
- Employees
- 0 (2025)
- Latest financial data
- 2025
- Accounts type
- Total Exemption Full
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2025.
Net Assets
41.31%vs 20242024: £891.28K
Total Assets
13.74%vs 20242024: £4.52M
Cash in Bank
213.21%vs 20242024: £168.23K
Total Liabilities
6.83%vs 20242024: £3.58M
Employees
0vs 20242024: 0
In 2025, ELEVATION WEALTH MANAGEMENT LIMITED reported net assets of £1.26M. The same filing shows total assets of £5.15M, cash in bank of £526.93K and total liabilities of £3.82M. Reported headcount was 0 in 2025. Total Assets rose from £4.52M in 2024 to £5.15M in 2025 (13.74%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
41.31%from £891.28K in 2024Year-on-year change
Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.
3-year financial trend (2023–2025)
How the figures ELEVATION WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.
Net Assets
+226%vs 2023+80.6% a year compound (CAGR)
Cash in Bank
+41.6%vs 2023+19% a year compound (CAGR)
Total Assets
+33.6%vs 2023+15.6% a year compound (CAGR)
Total Liabilities
+12.3%vs 2023+6% a year compound (CAGR)
Employees
-100%vs 2023-25Biggest increase
Net Assets+226%
£386.22K in 2023 to £1.26M in 2025
Biggest decrease
Employees-100%
25 in 2023 to 0 in 2025
ELEVATION WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in net assets, pointing to a strengthening balance sheet, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.
Ratios from the filed figures
Calculated from ELEVATION WEALTH MANAGEMENT LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 24.48%2025
- Liabilities to total assets
- 74.30%2025
- Cash to liabilities
- 13.78%2025
- Cash to total assets
- 10.24%2025
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for ELEVATION WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 24.95K | 119.84K | 386.22K | 891.28K | 1.26M |
| Total Assets£ | 3.49M | 4.11M | 3.85M | 4.52M | 5.15M |
| Cash in Bank£ | 606.92K | 429.19K | 372.21K | 168.23K | 526.93K |
| Total Liabilities£ | 3.42M | 3.93M | 3.41M | 3.58M | 3.82M |
| Employees | 16 | 23 | 25 | 0 | 0 |
ELEVATION WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has ELEVATION WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for ELEVATION WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.
What net assets did ELEVATION WEALTH MANAGEMENT LIMITED report in 2025?
ELEVATION WEALTH MANAGEMENT LIMITED reported net assets of £1.26M for 2025. That compares with £891.28K in 2024, a change of 41.31%.
What total assets did ELEVATION WEALTH MANAGEMENT LIMITED report in 2025?
ELEVATION WEALTH MANAGEMENT LIMITED reported total assets of £5.15M for 2025. That compares with £4.52M in 2024, a change of 13.74%.
What cash in bank did ELEVATION WEALTH MANAGEMENT LIMITED report in 2025?
ELEVATION WEALTH MANAGEMENT LIMITED reported cash in bank of £526.93K for 2025. That compares with £168.23K in 2024, a change of 213.21%.
How many people does ELEVATION WEALTH MANAGEMENT LIMITED employ?
ELEVATION WEALTH MANAGEMENT LIMITED reported 0 employees in 2025, compared with 0 in 2024.
How have ELEVATION WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2023 and 2025, ELEVATION WEALTH MANAGEMENT LIMITED's net assets rose by 226%, cash in bank rose by 41.6%, total assets rose by 33.6% and total liabilities rose by 12.3%. Net assets compounded at 80.6% a year across the two years to 2025, from £386.22K to £1.26M. Reported headcount went from 25 in 2023 to 0 in 2025 (-25).
Which years of ELEVATION WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.