Elevate Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Elevate Wealth Management reports 291 clients. They include 224 individual clients, 45 high-net-worth individuals and 20 charitable organizations. Nearly all assets ($320M across 637 accounts) are managed with discretion; $101K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 16% |
| High-net-worth individuals | 15% | 35% |
| Charitable organizations | 7% | 48% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 224 | $52M | 16.2% | $232K |
| High-net-worth individuals | 45 | $111M | 34.7% | $2.47M |
| Charitable organizations | 20 | $155M | 48.3% | $7.73M |
| Corporations and other businesses | Fewer than 5 | $2.48M | 0.8% | $1.24M |
| Total | 291 | $320M | 100% | — |
- Clients
- 224
- Regulatory AUM
- $52M
- AUM share
- 16.2%
- Avg. per client
- $232K
- Clients
- 45
- Regulatory AUM
- $111M
- AUM share
- 34.7%
- Avg. per client
- $2.47M
- Clients
- 20
- Regulatory AUM
- $155M
- AUM share
- 48.3%
- Avg. per client
- $7.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.48M
- AUM share
- 0.8%
- Avg. per client
- $1.24M
Total
- Clients
- 291
- Regulatory AUM
- $320M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Elevate Wealth Management charges up to 2.00% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting is billed hourly, generally $250 an hour; negotiable.
- Financial planning
- Financial planning is a fixed fee, typically $2,500 to $10,000, or an hourly fee up to $500 an hour; negotiable.
- Retirement plan advisory services
- Fee negotiated with the plan sponsor, billed quarterly, as set out in the plan sponsor agreement.
Gary and Susan Miller Revocable Trust owns 25% to 50% of Elevate Wealth Management. The leadership team of Elevate Wealth Management includes President Robert Miller and Chief Compliance Officer James Shellenberger. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 2 soliciting firms
- Owns 25% to 50% of Elevate Wealth Management, LLC
Gary and Susan Miller Revocable Trust
Control person · since June 2025
- Owns 25% to 50% of Elevate Wealth Management, LLC
Susan Miller
Control person · since June 2016
- Owns 25% to 50% of Elevate Wealth Management, LLC
Gary Miller
Control person · since June 2016
- Owns 10% to 25% of Elevate Wealth Management, LLC
Robert Miller
Control person · since June 2025
- Owns 10% to 25% of Elevate Wealth Management, LLC
Geremy Vanarkel
since June 2025
Elevate Wealth Management’s regulatory assets grew Infinity× from $0 (July 2025) to $320M (May 2026); employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $320M | 291 | 5 | 1 |
| Jul 2025July 2025 | $0 | 0 | 5 | 1 |
Besides its headquarters, Elevate Wealth Management has 0 offices, with 1 listed address in 1 state.
Wyoming · 1 listed address
- 50 E Loucks, Suite 125, SheridanHQ
Contact and registration details
- Legal name
- Elevate Wealth Management, LLC
- Headquarters
- 50 E Loucks, Suite 125, Sheridan, WY 82801
- Website
- elevateasset.com
- Phone
- 307-461-5550
- @elevate-asset-management
- SEC file
- 801-133839
- Structure
- Wyoming LLC
- Fiscal year end
- December
Elevate Wealth Management’s named custodian for separately managed accounts is Fidelity ($312M). Elevate Wealth Management has custody of $48.8M for 92 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $312M100%
At year end, Elevate Wealth Management’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks5%
- Funds92%
- Bonds1%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Elevate Wealth Management have?
Elevate Wealth Management has 291 clients and manages $320 million for them, as of May 2026. They include 224 individual clients, 45 high-net-worth individuals and 20 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Elevate Wealth Management offer?
Elevate Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Elevate Wealth Management charge?
Elevate Wealth Management charges up to 2.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does Elevate Wealth Management use?
Elevate Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $312M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Elevate Wealth Management have?
Elevate Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevate Wealth Management invest in?
At the end of its last fiscal year, Elevate Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevate Wealth Management?
Elevate Wealth Management’s direct owners are Robert Miller, Gary and Susan Miller Revocable Trust, Geremy Vanarkel, Susan Miller, and Gary Miller, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Elevate Wealth Management get paid?
Elevate Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Elevate Wealth Management?
Elevate Wealth Management’s main office is at 50 E Loucks, Suite 125, Sheridan, WY 82801. Its phone number is 307-461-5550. Its website is elevateasset.com.
