Elevated Private Wealth logo

Elevated Private Wealth

Updated today

Client assets under management

$122,688,111

Clients

112

36% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

28

Low

Average account size

$1,095,430

About

Elevated Private Wealth provides investment advisory services to individuals and high net worth individuals through its Investment Advisory Representatives, offering portfolio management, asset allocation recommendations, and written investment strategies. Services are delivered on both a discretionary and non-discretionary basis, and clients may impose written restrictions on investments.

The firm tailors portfolios to client objectives and risk tolerances using methods such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchases. EPW operates managed account programs and discloses that underlying funds or strategies used in client accounts can employ derivatives, with related risks addressed in the firm’s disclosures.

Compared with peers, EPW maintains an atypical office footprint for a team of its size, operating from five offices, and as of January 1, 2026 reported roughly $120.8 million in discretionary assets out of about $122.7 million in total AUM. The brochure also notes that some representatives are licensed health insurance agents (up to 30% of their time) and that the firm uses service providers with artificial intelligence/machine learning components, performing periodic due diligence to mitigate those operational risks.

Client services

Financial planning Portfolio management

Expertise

Annuities

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.85% $10,000,000 - $15,000,000: 0.70% $15,000,000 - $25,000,000: 0.65% $25,000,000+: 0.60%

Main office location

Elevated Private Wealth

Hartland WI, United States

Number of offices

5

Most active in

Florida · North Carolina · South Carolina · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas H

Series 65

Hartland, WI

Elevated Private Wealth

Nicholas Henning is a financial advisor with Elevated Private Wealth in Hartland, WI, holding a Series 65 designation and four years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management and the U.S. Department of Veterans Affairs. He is also involved in insurance sales and operates an investment-related advisory business through Big Paw Advisory, LLC. Elevated Private Wealth offers discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly account reviews and ongoing tax consultation.

Annuities
user avatar

Christine S

Series 65

Muskego, WI

Elevated Private Wealth

Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

Annuities
user avatar

Todd D

Series 65

Hartland, WI

Elevated Private Wealth

Todd Drangstveit is a financial advisor at Elevated Private Wealth in Hartland, WI, holding a Series 65 designation with five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and held roles at Potawatomi Hotel and Casino and Software One. He is the owner of several non-investment-related businesses, including Purpose Portfolio Management, LLC, Augustiner Acres, LLC, and Karsten Wealth, LLC. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach centered on asset allocation, dollar-cost averaging, and a mix of short- and long-term strategies, supported by regular account reviews and ongoing tax consultation.

Annuities
user avatar

Dustin D

Series 65

Appleton, WI

Elevated Private Wealth

Dustin Dupart is a financial advisor at Elevated Private Wealth with five years of industry experience. He holds a Series 65 designation and previously worked at Purpose Comprehensive Wealth Management and was self-employed prior to joining Elevated Private Wealth. Outside of his advisory role, he owns Dupart Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth offers discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, and operates across six offices with a team of five advisors.

Annuities
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