Wealth Manager
    SEC Registered
    Manages Private Funds

    Elevate Wealth Management

    Registered investment advisor · Sheridan, Wyoming · CRD #336710

    Assets Under Management
    $320M
    Client Accounts
    638
    Employees
    5
    CRD Number
    336710
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Elevate Wealth Management

    At Elevate, we provide transparent, comprehensive wealth management for clients at all stages of their investment journey. Your money is not just an account number to us, it's your life story. We work with young professionals, business owners, and retirees and offer fee-based planning no matter where you are on your investment journey. Our goal is to educate you on your options so you can make empowered decisions with your wealth. We are here to serve you and see you succeed. To learn more ab

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Elevate Wealth Management

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    Frequently Asked Questions

    What is Elevate Wealth Management's AUM?

    Elevate Wealth Management reports approximately $320M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Elevate Wealth Management headquartered?

    Elevate Wealth Management is headquartered in Sheridan, Wyoming.

    What is Elevate Wealth Management's CRD number?

    Elevate Wealth Management's CRD number is 336710. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Elevate Wealth Management manage?

    Elevate Wealth Management manages approximately 638 client accounts according to its latest SEC filing.

    Is Elevate Wealth Management SEC registered?

    Yes, Elevate Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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