Elevation Wealth Partners LLC

RIASEC RegisteredEst. 2023

Total AUM

$220M

Discretionary

$220M

100% of AUM

Avg account

$816K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 324951
Registered since: April 4, 2023
Website: www.elevationwealthpartners.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI84.17%
Individuals12.84%
Pension & Profit Sharing Plans1.56%
Charitable Organizations1.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Elevation Wealth Partners LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm focuses on individual and family clients and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor and is not listed as a capital allocator. Its filings indicate a preference for exchange-traded instruments within client portfolios and use of external managers for alternative exposure rather than in-house private investment platforms.