# Elevate Wealth Management

> 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.

- CRD: 336710
- Filed as: ELEVATE WEALTH MANAGEMENT
- Legal name: Elevate Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sheridan, WY
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336710
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-wealth-management-sheridan-wy-336710

## Quick answers

**How 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); Hourly rate: $500 an hour (financial planning services); Hourly rate: $250 an hour (consulting services). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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)

> 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.

- Hourly rate: $500 an hour (financial planning services)

> Our Firm provides financial planning services under a fixed fee or hourly arrangement. ... Fixed fee typically range from $2,500 - $10,000 and the maximum hourly fee is $500 per hour.

- Hourly rate: $250 an hour (consulting services)

> Our Firm provides consulting services based on an hourly fee arrangement, generally $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $320,272,718
- Discretionary: $320,171,504
- Non-discretionary: $101,214

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $51,994,216 |
| High net worth individuals | 45 | $111,241,247 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 20 | $154,552,274 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,484,981 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, GA, NE, PA, TX, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevateasset.com
- Facebook @elevateassetmanagement
- LinkedIn @elevate-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 5 | July 23, 2025 |
| October 2026 | $320,272,718 | 5 | May 14, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Wealth Management (CRD 336710): Form ADV filing data as of October 2026.