Elevated Wealth, LLC
● SEC registered since 2025CRD 335270SEC# 801-132241
Reg. AUM
$122.7M
Employees
4
Accounts
361
Location
—
Elevated Wealth, LLC assets under management
Elevated Wealth, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $122.7 million in regulatory assets under management and employs 4 people.
Elevated Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Marie Sharratt Control | Wealth Manager, Partner | 25-50% | 2025 |
| Dustin Raymond Dupart Control | Wealth Manager, Partner | 25-50% | 2025 |
| Todd Larry Drangstveit Control | Portfolio Manager, Managing Partner, Cco | 25-50% | 2025 |
Frequently asked questions
How much does Elevated Wealth, LLC manage?
Elevated Wealth, LLC reports $122.7 million in regulatory assets under management on its Form ADV.
How many employees does Elevated Wealth, LLC have?
Elevated Wealth, LLC reports 4 employees.
Does Elevated Wealth, LLC disclose fund performance?
Elevated Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 715-797-3358 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.7M▲ 13%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$122.7Mregulatory AUM
Discretionary $120.8MNon-discretionary $1.9M