Wealth Manager
    SEC Registered

    Elevation Point Wealth Partners, LLC

    Registered investment advisor · Denver, Colorado · CRD #137068

    Assets Under Management
    $6.3B
    Client Accounts
    13,573
    Employees
    91
    CRD Number
    137068
    Registration
    SEC Registered
    Custodian
    Fidelity, Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Elevation Point Wealth Partners, LLC

    Elevation Point Wealth Partners, LLC is an investment advisory firm founded in 1999, managing over $3.4 billion in assets. It offers strategic partnerships and support for independent advisors. The firm is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Elevation Point Wealth Partners, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Elevation Point Wealth Partners, LLC's AUM?

    Elevation Point Wealth Partners, LLC reports approximately $6.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Elevation Point Wealth Partners, LLC headquartered?

    Elevation Point Wealth Partners, LLC is headquartered in Denver, Colorado.

    What is Elevation Point Wealth Partners, LLC's CRD number?

    Elevation Point Wealth Partners, LLC's CRD number is 137068. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Elevation Point Wealth Partners, LLC manage?

    Elevation Point Wealth Partners, LLC manages approximately 13,573 client accounts according to its latest SEC filing.

    Is Elevation Point Wealth Partners, LLC SEC registered?

    Yes, Elevation Point Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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