Elevation Point Wealth Partners, LLC

RIASEC RegisteredEst. 2006

Total AUM

$8.3B

Discretionary

$7.6B

92% of AUM

Avg account

$428K

Accounts

19,386

Employees

Advisory reps

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

FINTRX

Overview

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.