ELEVATION ADVISORY PARTNERS LLC

Overview

Elevation Advisory Partners LLC is a fee-based wealth manager and capital allocator that works primarily with individuals and families. The firm registered with the SEC in 2021 and offers a mix of percentage-of-AUM and fixed fee arrangements, along with other fee structures. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. The firm identifies as an active ESG investor and maintains industry relationships with broker‑dealer and insurance company partners. Elevation presents itself as a multi‑product advisor: public mutual funds are the largest single sleeve of assets, but the firm also acts as an allocator to external alternative managers. The combination of in‑house portfolio management and third‑party manager selection suggests a hybrid model where discretionary management is supplemented by outsourced strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices