Elevation Wealth Partners, LLC

RIASEC RegisteredEst. 2015

Total AUM

$671M

Discretionary

$669M

100% of AUM

Avg account

$671K

Accounts

1,000

Employees

Advisory reps

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

FINTRX

Overview

Elevation Wealth Partners, LLC is an independent registered investment adviser formed in 2015 and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its core advisory offerings are financial planning and portfolio management for individuals and small businesses. The firm identifies as an active ESG investor and does not act as a capital allocator or pension consultant. Elevation Wealth appears to operate a discretionary portfolio model for the vast majority of client assets and uses public funds as a primary vehicle, suggesting a model that emphasizes professionally managed pooled vehicles rather than in-house fund products.