Investment adviser · CRD 336710
ELEVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
ELEVATE WEALTH MANAGEMENT, LLC
SHERIDAN, WY, United States · Form ADV filed May 14, 2026
- Regulatory AUM
- $320M Form ADV · Item 5.F
- Client accounts
- 638 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 20 | $154,552,274 | 48.3% |
| High-net-worth individuals | 45 | $111,241,247 | 34.7% |
| Individuals | 224 | $51,994,216 | 16.2% |
| Corporations & businesses | Fewer than 5 | $2,484,981 | 0.8% |
Filing source
Form ADV 2105737 · May 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
50 E LOUCKS, SUITE 125SHERIDAN, WY, 82801, United States
CRD 336710
Filing source
Form ADV 2105737 · May 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.