ELEVATION POINT WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$8.3B

Discretionary

$7.6B

92% of AUM

Avg account

$428K

Accounts

19,386

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 137068
Registered since: January 3, 2006
Website: elevationpoint.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.38%
Individuals20.18%
Corporations / Businesses1.63%
Charitable Organizations0.64%
Pension & Profit Sharing Plans0.14%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Elevation Point Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. FINTRX classifies the firm as a capital allocator serving both individual & family clients and institutional investors. Its advisory work centers on portfolio management for individuals and small businesses and on selecting external managers. Fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor. FINTRX lists the owner type as a domestic entity and individual ownership, and notes affiliations that include acting as another investment adviser and sponsoring or managing pooled investment vehicles. The profile identifies the firm as a selector of other advisers, reflecting a hybrid model of direct portfolio management plus manager-of-managers activity.