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ELEVATED ASSET MANAGEMENT LLC
CRD 290067
680 S CACHE ST, SUITE 100, JACKSON, WY, 83001, United States
Phone
307-732-3855
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.5M
Discretionary AUM
$39.5M
Team
1 total employees; 1 advisory reps; 27 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $21.9M |
| High net worth individuals | 22 | $17.6M |
Official SEC filing: View on IAPD