Elevate Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$320M

Discretionary

$320M

100% of AUM

Avg account

$502K

Accounts

638

Employees

Advisory reps

Firm details

Headquarters: Sheridan, Wyoming
CRD number: 336710
Registered since: July 24, 2025
Website: www.elevateasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations48.26%
HNWI34.73%
Individuals16.23%
Corporations / Businesses0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Elevate Wealth Management is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of fee arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional clients, along with the selection of other advisers, indicating a manager-of-managers approach. The firm also identifies as an active ESG investor.