RIA Intelligence

ELEVATE WEALTH MANAGEMENT, LLC

Legal name: ELEVATE WEALTH MANAGEMENT

CRD #336710 SEC #801-133839 SHERIDAN, WY 307 461-5550
SEC Registered
Total AUM
$319.4M
Discretionary
$319.4M
Employees
5
Clients
0
Accounts
609

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wyoming
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Shellenberger, James, DaleICHIEF COMPLIANCE OFFICERNA Control
Shellenberger, James, DaleICHIEF COMPLIANCE OFFICERNA Control
Shellenberger, James, DaleICHIEF COMPLIANCE OFFICERNA Control
Shellenberger, James, DaleICHIEF COMPLIANCE OFFICERNA Control
GARY AND SUSAN MILLER REVOCABLE TRUSTDEOWNERC Control
GARY AND SUSAN MILLER REVOCABLE TRUSTDEOWNERC Control
GARY AND SUSAN MILLER REVOCABLE TRUSTDEOWNERC Control
GARY AND SUSAN MILLER REVOCABLE TRUSTDEOWNERC Control
MILLER, GARY, AUSTINICO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUSTC Control
MILLER, GARY, AUSTINICO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUSTC Control
MILLER, SUSAN, ROHRSICO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUSTC Control
MILLER, SUSAN, ROHRSICO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUSTC Control
MILLER, ROBERT, EIPRESIDENTB Control
MILLER, ROBERT, EIPRESIDENTB Control
MILLER, ROBERT, EIPRESIDENTB Control
MILLER, ROBERT, EIPRESIDENTB Control
VANARKEL, GEREMYIOWNERB
VANARKEL, GEREMYIOWNERB
VANARKEL, GEREMYIOWNERB
VANARKEL, GEREMYIOWNERB

Registrations

Federal

IA
Nov 21, 2025 REGISTERED

Notice Filings (4)

CO GA TX WA

Address

50 E LOUCKS, SUITE 125
SHERIDAN, WY 82801
United States
Phone: 307 461-5550