Fee-only adviser · Jackson, WY
Elevated Asset Management LLC
Elevated Asset Management LLC is a fee-only investment adviser registered with the securities regulators of Colorado, Idaho, Minnesota, Texas, Wyoming, with its main office in Jackson, Wyoming. On its latest Form ADV, filed February 16, 2026, it reports $39M in regulatory assets under management, 121 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado, Idaho, Minnesota, Texas, Wyoming |
|---|---|
| Firm CRD number | 290067 |
| Office | 680 S Cache ST Suite 100 Jackson, WY 83001 |
| Phone | (307) 732-3855 |
| Website | Not listed |
| Regulatory assets under management | $39M |
| Individual clients | 99 non-high-net-worth, 22 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Jackson
- Bootpack Wealth Management $122M
- Loomis Capital Management $842M
- Grupp Financial LLC $100M
- Green Tuatara Asset Management, LLC $41M
- Teton Wealth Management, Inc. $7.2M
- Income Focus Portfolio Management $362M
See all 11 fee-only advisers in Jackson →
Nearby
- Wilson 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Elevated Asset Management LLC? Update this listing.