ELEVATION WEALTH PARTNERS, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 123971
- Registered since
- March 17, 2015
- Website
- elevationwp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.56%
- Individuals7.53%
- Pension & Profit Sharing Plans2.84%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elevation Wealth Partners, LLC is an independent registered investment adviser formed in 2015 and organized as an LLC. The firm serves both high-net-worth individuals and family clients as well as institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Elevation identifies as an active ESG investor and is not set up as a multi-state adviser or pension consultant; ownership is reported as individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities43%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1ANDREW KIRCHNER
Chief Compliance Officer & Portfolio ManagerCRD 6298081
Contacts
3 of 5DEVIN HANSON
Wealth AdvisorCRD 6453004
Samara Hanson Velloo
Client Service AssociateCRD 7149478
BARRY MENDELSON
Wealth Advisor, Managing PartnerCRD 2531235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 2121 N California Blvd
- Time zone
- PT (UTC-8)
- Office locations
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