Elevation Wealth Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 324083
- Website
- www.elevationwealthllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elevation Wealth Partners, LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and offers educational seminars and workshops. Its fee schedule is mixed: percentage-of-AUM billing is used alongside hourly and fixed fees, and the firm also accepts commissions. The adviser does not market itself as an ESG investor, is not identified as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
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
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
2 of 2
Angela Hundt
Financial Planner, FounderCRD 6974318
Mindy Cook
Financial Planner, FounderCRD 4794959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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