RIA Intel›Advisers›Wyoming›ELEVATED ASSET MANAGEMENT LLC

ELEVATED ASSET MANAGEMENT LLC

Advisory

JACKSON, WY

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account

$326K

across 121 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$39M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients121

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, ID, MN, TX, WY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

121 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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