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| Keyboard |
| Elevate Wealth Management LLC
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|---|---|
| CRD # | 336710 |
| SEC # | 801-133839 |
| CIK # | |
| AUM | 320.3 M (2026-05-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 307-461-5550 |
| Address | 50 E Loucks, Suite 125 Sheridan, WY 82801 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 52.0 |
| (b) Individuals (high net worth individuals) | 45 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 154.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 320.3 |
| By Discretionary | ||
| Discretionary | 637 | 320.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 638 | 320.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.3 | |
| Total | 638 | 320.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Toomey Investment Management Inc
✚
|
CT | 321.0 M |
|
Meadowbrook Advisors Group LLC
✚
|
321.0 M | |
|
HW Capital LLC
✚
|
CA | 321.0 M |
|
Sentinel Advisory Group LLC
✚
|
WI | 320.8 M |
|
Alhambra Investment Management LLC
✚
|
FL | 320.2 M |
|
Sawyer & Co Inc
✚
|
MA | 320.1 M |
|
Vista Finance LLC
✚
|
MO | 320.0 M |
|
Secura Financial LLC
✚
|
CA | 319.9 M |
|
Lantern Wealth Advisors LLC
✚
|
NY | 319.9 M |
|
Alpha Wealth Management and Planning LLC
✚
|
CA | 319.6 M |