Elevation Advisory Partners LLC

Overview

Elevation Advisory Partners LLC is a fee-based wealth advisory firm that serves individual and family clients and functions as a capital allocator to outside managers. The firm provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Its client-fee arrangements include percentage-of-AUM fees, fixed fees and other fee types. Elevation reports being an active ESG investor and lists broker-dealer and insurance company affiliations. Elevation is structured as a limited liability company and has been SEC-registered since 2021. The firm’s owner type is a mix of a domestic entity and an individual. It is not a multi-state adviser under the firm’s own designation, nor is it identified as a related adviser.

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Public Holdings

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Location & Offices