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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 21, 2025 and May 14, 2026, reported AUM increased 0.3%, from $319.4M to $320.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 291 clients, or 97 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Elevate Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Financial Advisor
- CRD
- #6685248
Robert Michael Johnson
Financial Advisor
- 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
SMA allocation detail is available
Elevate Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.