Elevation Advisory Partners LLC

Overview

Elevation Advisory Partners LLC is a privately held wealth advisory firm organized as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and combines fee models that include percentage-of-AUM fees, fixed fees and other arrangements. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside managers. Elevation also operates as an insurance broker and reports being an active ESG investor, indicating ESG considerations are incorporated into its investment process. Elevation positions itself as a capital allocator that supplements public market management with access to external managers and alternative strategies. The firm’s business mix suggests a hybrid model: direct portfolio management for retail and small institutional clients, plus advisory and manager-selection capabilities to bring third-party strategies into client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices