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, SEC-registered RIA organized as an LLC and operating since 2015. The firm is individually owned and charges clients on a percentage-of-AUM basis. Its core advisory work focuses on financial planning and portfolio management for individuals, families and small-business clients, while it also serves some institutional relationships. Elevation identifies as an active ESG investor and lists an accountant among its industry affiliations. The firm is not structured as a capital allocator and does not represent itself as a pension consultant.
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 1
Andrew Kirchner
Chief Compliance Officer & Portfolio ManagerCRD 6298081
Contacts
3 of 5
Ryan Kosakura
Wealth Advisor, Director of ResearchCRD 6427822
Devin Hanson
Wealth AdvisorCRD 6453004
Stephen Block
Wealth Advisor, PartnerCRD 4584035
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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