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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2016
- Office Locations
- 2
Office Locations
About Elevate Wealth Management
Elevate Wealth Management is a Sheridan, WY advisory firm providing comprehensive wealth management and retirement planning for young professionals, pre-retirees, and retirees, with integrated advice, investment management, estate planning support, and planning solutions for small business owners. The team includes CFP® professionals and a CFA, and publishes regular market commentary to educate clients with a transparent, down-to-earth approach.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY AUSTIN MILLER
Director, FOUNDER
- CRD
- --
- Ownership
- 25% but less than 50%
SUSAN ROHRS MILLER
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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JONATHAN FORBES FECKO
--
- CRD
- #6685248
Robert Michael Johnson
--
- CRD
- #7819192
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,171,504 | $502,624 |
| Non-Discretionary | $101,214 | $101,214 |
| Total | $320,272,718 | $501,995 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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