James Shellenberger
Elevate Wealth Management · Sheridan, Wyoming
James Shellenberger is a fee-only financial advisor at Elevate Wealth Management in Sheridan, Wyoming, who holds the CFP and CFA credentials. James focuses on tax planning, estate & legacy planning and retirement planning. Elevate Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Elevate Wealth Management |
|---|---|
| Based in | Sheridan, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $320.3M across 638 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, WY · CRD 6875140 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.elevateasset.com |
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Questions about James
Is James Shellenberger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Elevate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Elevate Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Shellenberger based?
James Shellenberger is based in Sheridan, Wyoming.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does James Shellenberger hold?
James Shellenberger holds the CFP and CFA credentials.
Is James Shellenberger registered with the SEC?
Yes. James Shellenberger is registered as an investment adviser representative in TX and WY (CRD 6875140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Wealth Management manage?
Elevate Wealth Management reports $320.3M across 638 accounts in assets under management.
How do I contact James Shellenberger?
Through James's website, www.elevateasset.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
- Elevate Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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