Overview
Assets Under Management: $319 million
Headquarters: SHERIDAN, WY
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
ELEVATE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336710), ELEVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ELEVATE WEALTH MANAGEMENT is headquartered in SHERIDAN, WY.
ELEVATE WEALTH MANAGEMENT serves 44 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, ELEVATE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ELEVATE WEALTH MANAGEMENT manages $319 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, ELEVATE WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 609
Discretionary Accounts: 609
Regulatory Filings
CRD Number: 336710
Filing ID: 2028195
Last Filing Date: 2025-11-21 08:14:38
Website: 0