PPrivate Fund Data Log in Join · $37/mo

Elevate Wealth Management, LLC

● SEC registered since 2025CRD 336710SEC# 801-133839Sheridan, WY
Export (members)
Reg. AUM
Employees
5
Accounts
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 employs 5 people.

Elevate Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Gary and Susan Miller Revocable Trust ControlOwner25-50%2025
Gary Austin Miller ControlCo-Trustee Of Gary And Susan Miller Revocable Trust25-50%2016
Geremy VanarkelOwner10-25%2025
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

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

Address50 E Loucks, Suite 125, Sheridan, WY 82801
Phone307 461-5550
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo