Elevate Wealth Management, LLC
● SEC registered since 2025CRD 336710SEC# 801-133839Sheridan, WY
Reg. AUM
$320.3M
Employees
5
Accounts
638
Location
Sheridan, WY
Elevate Wealth Management, LLC assets under management
Elevate Wealth Management, LLC operates as an SEC-registered investment adviser based in Sheridan, WY. The firm has been registered since 2025. It reports $320.3 million in regulatory assets under management and employs 5 people.
Elevate Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary and Susan Miller Revocable Trust Control | Owner | 25-50% | 2025 |
| Gary Austin Miller Control | Co-Trustee Of Gary And Susan Miller Revocable Trust | 25-50% | 2016 |
| Geremy Vanarkel | Owner | 10-25% | 2025 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Elevate Wealth Management, LLC manage?
Elevate Wealth Management, LLC reports $320.3 million in regulatory assets under management on its Form ADV.
How many employees does Elevate Wealth Management, LLC have?
Elevate Wealth Management, LLC reports 5 employees.
Where is Elevate Wealth Management, LLC located?
Elevate Wealth Management, LLC is based in Sheridan, WY and has been SEC-registered since 2025.
Does Elevate Wealth Management, LLC disclose fund performance?
Elevate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 E Loucks, Suite 125, Sheridan, WY 82801 |
| Phone | 307 461-5550 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$320.3MNo change
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$320.3Mregulatory AUM
Discretionary $320.2MNon-discretionary $101K