ELEVATE WEALTH MANAGEMENT, LLC of SHERIDAN, WY is an SEC-registered investment adviser (CRD 336710). Regulatory assets under management: $320.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| James Dale Shellenberger | CHIEF COMPLIANCE OFFICER | — |
| Robert E Miller | PRESIDENT | — |
| Geremy Vanarkel | OWNER | — |
| Susan Rohrs Miller | CO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUST; TRUSTEE | — |
| Gary Austin Miller | CO-TRUSTEE OF GARY AND SUSAN MILLER REVOCABLE TRUST; TRUSTEE | — |