# ELEVATE WEALTH MANAGEMENT

ELEVATE WEALTH MANAGEMENT is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** elevatewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/elevate-wealth-managers

## Regulatory record

- **CRD number:** 336710
- **SEC file number:** 801-133839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336710

## About

ELEVATE WEALTH MANAGEMENT is an SEC-registered investment adviser in SHERIDAN, WY, registered since 2025. The firm manages $320 million in assets. It has 5 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at ELEVATE WEALTH MANAGEMENT?

The firm has not publicly disclosed its leadership or investment committee structure. No named principals—founders, CEOs, CIOs, or managing directors—appear in public filings, press releases, or the firm's limited web presence.

### Does ELEVATE WEALTH MANAGEMENT participate in fund commitments or only direct deals?

No information is publicly available regarding the firm's investment structure. Its preferences for direct investments, fund commitments, co-investments, or secondary transactions have not been disclosed.

### What is ELEVATE WEALTH MANAGEMENT's known posture on co-investments alongside external GPs?

The firm has not made any public statements or disclosures about co-investment activity. Its willingness to partner with external general partners remains unknown.

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Last updated: 2026-07-06T01:24:15.808Z

Canonical page: https://altss.com/profile/elevate-wealth-management

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