Elevation Point Wealth Partners, LLC

RIASEC Registered

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 and limited liability company that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2006) and provides portfolio management for individuals and small businesses along with selection of other advisers and third‑party managers. Ownership is a mix of a domestic entity and individuals. Fees are charged on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor. Elevation Point also has industry roles beyond advisory relationships — it lists affiliations as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles, consistent with its capital‑allocating activity.