# ELEVATE WEALTH MANAGEMENT, LLC

ELEVATE WEALTH MANAGEMENT, LLC of SHERIDAN, WY is an SEC-registered investment adviser.

## Registration

- CRD: 336710
- Type: SEC-registered investment adviser
- SEC file number: 801-133839
- Location: 50 E LOUCKS, SUITE 125, SHERIDAN, WY, 82801
- Phone: 307 461-5550
- Latest filing: 2026-05-14
- Regulatory AUM: $320.3M
- Discretionary AUM: $320.2M
- Non-discretionary AUM: $101K
- Clients: 5
- Accounts: 638

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336710/similar
- Related entities: https://search.stillhousedata.com/firm/336710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336710

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.