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ELEVATE WEALTH MANAGEMENT
ELEVATE WEALTH MANAGEMENT, LLC
CRD 336710 · SEC 801-133839
50 E LOUCKS, SUITE 125, SHERIDAN, WY, 82801, United States
Phone
307 461-5550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.3M
Discretionary AUM
$320.2M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $52.0M |
| High net worth individuals | 45 | $111.2M |
| Charitable organizations | 20 | $154.6M |
| Corporations/business entities | 2 | $2.5M |
States served
CO, GA, NE, PA, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD