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 operating since 2006. The firm serves both individual and family clients as well as institutional accounts, and it describes itself as a capital allocator that mixes discretionary portfolio management with selection of outside managers. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Elevation Point does not market itself as an active ESG investor. The firm’s advisory scope centers on managed portfolios for individuals and small businesses and on constructing programs that incorporate third‑party advisers. In addition to advisory work, filings indicate involvement as an investment sponsor and as general partner/managing member of pooled investment vehicles, suggesting the firm may originate or run collective investment structures in addition to placing client capital with external managers.