Elevate Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 336710
· SEC file 801-133839
· Sheridan, WY
· www.elevateasset.com
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ADV data as of May 14, 2026
- Regulatory AUM
- $320M
- Discretionary
- $320M
- Clients
- 291
- Avg AUM / client
- $1.1M
- Accounts
- 638
- Employees
- 5
AUM over time
$0
$320M
Jun 2025
May 2026
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 224 | $52.0M | 16.2% |
| High net worth individuals | 45 | $111M | 34.7% |
| Charitable organizations | 20 | $155M | 48.3% |
| Corporations and other businesses | 2 | $2.5M | 0.78% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Forbes Fecko | Registered representative | CFP | Aug 2025 (1y) | |
| James Dale Shellenberger | Registered representative | CFP CFA | Aug 2025 (1y) | |
| Robert Michael Johnson | Registered representative | CFP | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $312M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗