Elevate Wealth Management

Overview

Elevate Wealth Management is an SEC registered investment adviser based in Sheridan, WY, registered since 2025. It reports $32M in assets under management across 638 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$32M

Discretionary

100%

Accounts

638

Average account

$502K

Employees

5

Advisory reps

2

Registered since

2025

Jurisdictions

7

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Robert E Miller President CRD 5115565
• Geremy Vanarkel Owner CRD 2445733
• James Dale Shellenberger Chief Compliance Officer CRD 6875140

2 more executive officers, with direct contact details

Advisory reps 2 of 2

• Jonathan Forbes Fecko Investment Adviser Rep CRD 6685248
• Robert Michael Johnson Investment Adviser Rep CRD 7819192

Location

Headquarters

50 E Loucks St Ste 125
Sheridan, WY 82801

County

Sheridan

Metro area

Sheridan, WY

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: elevateasset.com

Every state, with registration dates

Similar firms near Sheridan

• Frontier Asset Management, LLCSheridan, WY$5.5B AUM
• Harfst and Associates, Inc.Sheridan, WY$783M AUM
• Cypress Capital Management, LLCSheridan, WY$122M AUM
• Smith Company Financial Advisors / Fusion FundsSheridan, WY$4K AUM
• Afinitiv LLCSheridan, WY$354K AUM