AdvisorCensus / Financial advisors / Wyoming / Elevate Wealth Management
Elevate Wealth Management
Filed as ELEVATE WEALTH MANAGEMENT · Legal name Elevate Wealth Management, LLC
Elevate Wealth Management is an SEC-registered investment advisory firm in Sheridan, WY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.
Quick answers
From the filingHow is Elevate Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Elevate Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Elevate Wealth Management charge?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Elevate Wealth Management located?
Elevate Wealth Management's principal office is in Sheridan, WY, according to its Form ADV.
Is Elevate Wealth Management registered with the SEC or a state?
Elevate Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336710.
How much does Elevate Wealth Management manage?
Elevate Wealth Management reports $320,272,718 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).
How have Elevate Wealth Management's assets and staff changed since 2025?
In the Form ADV data for Elevate Wealth Management: Regulatory assets under management: $0 in the October 2025 data and $320,272,718 in the October 2026 data. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Elevate Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (45); charitable organizations (20).
Which custodians does Elevate Wealth Management use?
Elevate Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Elevate Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336710
Does Elevate Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 25, 2026 says: "Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
What changed in Elevate Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Registered or notice-filed in NE, PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Our maximum annual fee is 2%, and we have a minimum account size of $100,000.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$320,272,718 as of October 2026, filing dated May 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Elevate Wealth Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $320,272,718 | 5 | May 14, 2026 |
| October 2025 | $0 | 5 | July 23, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $320,272,718 in the October 2026 data.
Total employees: 5 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Registered or notice-filed in NE, PA.
- December 2025
- Regulatory assets under management went from $0 to $319,410,563.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Elevate Wealth Management (CRD 336710): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/elevate-wealth-management-sheridan-wy-336710