Christine Sharratt
Elevated Private Wealth · Hartland, Wisconsin
Christine Sharratt is a fee-only financial advisor at Elevated Private Wealth in Hartland, Wisconsin. Elevated Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Elevated Private Wealth |
|---|---|
| Based in | Hartland, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $122.7M across 361 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7671557 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.elevatedprivatewealth.com |
How Christine's firm compares
- Elevated Private Wealth's average account is about $340,000, from its Form ADV (assets managed divided by 361 accounts).
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Questions about Christine
Is Christine Sharratt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Elevated Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christine charge for financial advice?
Christine's firm, Elevated Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Christine Sharratt based?
Christine Sharratt is based in Hartland, Wisconsin.
Is Christine Sharratt registered with the SEC?
Yes. Christine Sharratt is registered as an investment adviser representative in WI (CRD 7671557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevated Private Wealth manage?
Elevated Private Wealth reports $122.7M across 361 accounts in assets under management.
How do I contact Christine Sharratt?
Through Christine's website, www.elevatedprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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