E
Elevated Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,483,000
Clients
121
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$326,306
About
Elevated Asset Management LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, qualified retirement plans, and business entities with ongoing asset management, financial planning, and variable annuity portfolio management. The firm provides both discretionary and non-discretionary advisory services and coordinates with clients’ other professionals as needed.
The firm tailors portfolios to documented client goals, risk tolerances and time horizons, using an intake process that gathers net worth, risk analysis and other relevant information and by maintaining an investment policy statement for each client. Portfolio construction and monitoring draw on multiple analysis methods — including fundamental, technical, charting and cyclical analysis — and may incorporate long-term holdings, option strategies or margin when appropriate and authorized by the client.
Distinctive features include pension consulting and ERISA plan services in both limited-scope 3(21) and discretionary 3(38) roles, a capability that is uncommon for a single-advisor independent firm. The practice manages roughly $39.5 million across about 120 client relationships, offers fixed-fee financial planning and provides specialized services such as variable annuity management and access to a mutual-fund platform option.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning services fixed fee between $1,000 to $3,000
$0 - $500,000: 1.4% annually $500,001 - $1,000,000: 1.3% annually $1,000,001 - $2,000,000: 1.2% annually $2,000,001 - $4,000,000: 1.1% annually $4,000,001 - $8,000,000: 1.0% annually $8,000,001+: 0.9% annually
Account minimum: $100,000 Fee-only: Fixed fee for financial planning services between $1,000 to $3,000
Main office location
Elevated Asset Management LLC
680 S Cache St, Suite 100
Jackson WY 83001, United States
Number of offices
1
Most active in
Elevated Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Idaho · Minnesota · Texas · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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