Elevate Wealth Management
Elevate Wealth Management is an SEC-registered wealth manager in Sheridan, WY with $320.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Elevate Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336710, SEC 801-133839, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $320.3M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- Sheridan, WY
- Employees
- 5
- Clients
- 291
- CRD
- 336710
- Ownership
- VANARKEL, GEREMY; MILLER, ROBERT, E; MILLER, GARY, AUSTIN; MILLER, SUSAN, ROHRS; GARY AND SUSAN MILLER REVOCABLE TRUST
How much AUM does Elevate Wealth Management have?
Elevate Wealth Management reported $320.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Elevate Wealth Management?
Disclosed owners and executives of Elevate Wealth Management include VANARKEL, GEREMY, MILLER, ROBERT, E, MILLER, GARY, AUSTIN, MILLER, SUSAN, ROHRS, GARY AND SUSAN MILLER REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.