John Thomas Sherrill
Investment adviser representative at Elevatus Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$513.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Elevatus Wealth Management, LLCJun 2026 to now
- Edward JonesMar 2008 to Mar 2026
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
Elevatus Wealth Management, LLC
$513.4MAssets managed
331Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5509954
- Firm CRD
- 325629