Elevation Point Wealth Partners, LLC

RIASEC Registered
Total AUM
$8.3B
Discretionary
$7.6B
92% of AUM
Avg account
$428K
Accounts
19,386
Employees
91
Advisory reps
58

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, SEC-registered RIA that has been operating since 2006. The firm describes itself as a capital allocator serving individual, family and institutional clients. Its advisory services emphasize portfolio management for individuals and small businesses plus manager selection — it both allocates to third-party funds and serves as a sponsor/GP or managing member for pooled investment vehicles. Fee arrangements include percentage-of-AUM, hourly fees and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 12%, State & Local Bonds 10%, Private Funds 4%, Other 4%, Cash & Cash Equivalents 2%, US Government Bonds 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds12%
  • State & Local Bonds10%
  • Private Funds4%
  • Other4%

Owners & executives

3 of 5
  • Steven Powers

    Steven Powers

    Partner, COOCRD 4377497

  • James Dickson

    James Dickson

    Founding Partner & CEOCRD 2978084

  • Glenn Lempe

    Glenn Lempe

    Chief Investment Officer & PartnerCRD 2162929

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Contacts

3 of 53
  • Lowell Weiss

    Lowell Weiss

    Co-FounderCRD 5713668

  • Matthew Harbarcuk

    Matthew Harbarcuk

    DirectorCRD 5732790

  • Angelo Esposito

    Angelo Esposito

    Founder, Private Wealth AdvisorCRD 5080429

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 464

Active vs passive

$3.2B in ETFs

Passive

79%

$2.5B

Active

15%

$672M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$137M200,0524.29%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth