ELEVATE WEALTH MANAGEMENT

Legal name: ELEVATE WEALTH MANAGEMENT, LLC

CRD 336710File 801-133839

APPROVED

Retail clients

Custody

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$320.3M

Below cohort median (national)

Discretionary AUM

$320.2M

Non-discretionary $101K

Clients

291

638 accounts

Employees

Above cohort median in WY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 24, 2025
Principal office: 50 E LOUCKS, SUITE 125, SHERIDAN, WY, 82801
Phone: 307 461-5550
Website: https://www.elevateasset.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $320.3M
Discretionary AUM: $320.2M
Non-discretionary AUM: $101K
Discretionary accounts: 637
Non-discretionary accounts: 1
Total accounts: 638
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.5M
Charitable organizations	20	$154.6M
High net worth individuals	45	$111.2M
Individuals (other than high net worth individuals)	224	$52.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.