Elevate Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$319,410,563
Total clients
282
16% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
94
Average account size
$1,132,662
Client services
Fee options
Financial planning fixed fees typically ranging from $2,500 to $10,000
$0+: Up to 2% annually (maximum fee; fees are negotiable and may be waived or reduced) $100,000+: Minimum account size required; fees prorated and charged quarterly in advance based on assets
Financial planning up to $500 per hour; consulting services generally $250 per hour
Account minimum: $100,000 (minimum account size for advisory accounts; may be waived at discretion) Fee-only: Investment management fees based on assets under management; financial planning fixed fees and hourly fees; consulting hourly fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Elevate Wealth Management
50 E Loucks, Suite 125
Sheridan WY 82801, United States
Number of offices
1
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")