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Elevated Wealth, LLC

● SEC registered since 2025CRD 335270SEC# 801-132241
Export (members)
Reg. AUM
$108.6M
Employees
4
Accounts
323
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 $108.6 million in regulatory assets under management and employs 4 people.

Elevated Wealth, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christine Marie Sharratt ControlWealth Manager, Partner25-50%2025
Dustin Raymond Dupart ControlWealth Manager, Partner25-50%2025
Todd Larry Drangstveit ControlPortfolio Manager, Managing Partner, Cco25-50%2025
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Frequently asked questions

How much does Elevated Wealth, LLC manage?

Elevated Wealth, LLC reports $108.6 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

Phone715-797-3358
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.6M
Non-discretionary$2M
Total (RAUM)$108.6M