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RJ

Robert M. Johnson

ELEVATE WEALTH MANAGEMENT
SHERIDAN, WY 82801
Some features on this profile are disabled
CRD#: 7819192
RJ

Professional summary

Robert Michael Johnson is a registered financial advisor currently at ELEVATE WEALTH MANAGEMENT located in Sheridan, Wyoming.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Johnson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 6, 2025 - Present

ELEVATE WEALTH MANAGEMENT

Office #1: 50 E Loucks, Suite 125, Sheridan, WY 82801
RIA
CRD#: 336710
SHERIDAN, WY
Past

November 6, 2023 - November 19, 2025

FRONTIER ASSET MANAGEMENT, LLC

RIA
CRD#: 109910
SHERIDAN, WY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ELEVATE WEALTH MANAGEMENT
ELEVATE WEALTH MANAGEMENT | ELEVATE WEALTH MANAGEMENT, LLC

CRD#: 336710 / SEC#: 801-133839

RIA
Registered Investment Advisory firm - (7/24/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wyoming
(8/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2023
Uniform Investment Adviser Law Examination

Current Firm

EW
ELEVATE WEALTH MANAGEMENT
ELEVATE WEALTH MANAGEMENT | ELEVATE WEALTH MANAGEMENT, LLC

CRD#: 336710 / SEC#: 801-133839

RIA
Registered Investment Advisory firm - (7/24/2025 Approved)
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Contact information

Main Address
50 E Loucks, Suite 125, Sheridan, WY 82801
Mailing Address
50 East Loucks Street Suite 125, Sheridan, WY 82801
Phone number
(307) 461-5550
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts609
AUM (Assets Under Management)$ 319,410,563

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ELEVATE WEALTH MANAGEMENT

CRD#: 336710Sheridan, WY 82801

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