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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ValueSignal +more
- Established Date
- 10-26-2017
- Office Locations
- 1
Office Locations
About Elevated Asset Management LLC
Elevated Asset Management LLC (Elevate Wealth Management) is a Jackson, WY-based RIA providing financial planning and portfolio management for retail clients such as business owners, entrepreneurs, and retirees. Portfolios emphasize asset allocation and risk management, commonly using public funds and ETFs. The firm publishes regular market and policy commentary (e.g., quarterly insights and tax-law takeaways) and custodies with Charles Schwab.
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Owner & Executives
NATHAN SCOTT LUNDQUIST
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2973417
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,483,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,483,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,483,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,985,208,438 | 45.3% |
| Equity - Exchange | $579,908,041 | 8.8% |
| Cash | $3,024,747,623 | 45.9% |
| Total | $6,589,864,102 | 100.0% |