Elevation Point Wealth Partners, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 137068
- Registered since
- January 3, 2006
- Website
- elevationpoint.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.38%
- Individuals20.18%
- Corporations / Businesses1.63%
- Charitable Organizations0.64%
- Pension & Profit Sharing Plans0.14%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Elevation Point Wealth Partners, LLC is an independent registered investment adviser (formed as an LLC and SEC-registered since 2006) that functions as a capital allocator for both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides portfolio management for individuals and small businesses as well as manager selection services. Elevation Point also lists roles as an investment adviser sponsor and as a general partner/managing member of pooled investment vehicles, indicating it both advises on and places capital into third-party funds. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser in the snapshot, although its footprint extends across multiple office locations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds12%
- State & Local Bonds10%
- Private Funds4%
- Other4%
Owners & executives
3 of 5
Glenn Lempe
Chief Investment Officer & PartnerCRD 2162929
Steven Powers
Chief Operations OfficerCRD 4377497
Michael Sabre
Chief Operations Officer and Chief Compliance OfficerCRD 2018993
Contacts
3 of 50
James Malatos
Founder and Private Wealth AdvisorCRD 5926225
David Randall
Founder, Private Wealth AdvisorCRD 6219621
Daniel Emerson
Founder, Private Wealth AdvisorCRD 5963763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 465Active vs passive
$3.2B in ETFs
79%
$2.5B
15%
$676M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $137M | 200,052 | 4.29% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1580 N Lincoln St
- Time zone
- MT (UTC-7)
- Office locations
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