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James Dale Shellenberger

Chief Compliance OfficerElevate Wealth Management, LLCCRD 6875140

About James Dale Shellenberger

James Dale Shellenberger is listed as Chief Compliance Officer at Elevate Wealth Management, LLC in Sheridan, WY. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Elevate Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Dale Shellenberger work?

James Dale Shellenberger is listed as Chief Compliance Officer at Elevate Wealth Management, LLC on SEC Form ADV.

How much of Elevate Wealth Management, LLC does James Dale Shellenberger own?

Form ADV reports a beneficial ownership band of Under 5%.

Elevate Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
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