Elevation Wealth Partners, LLC

Overview

Elevation Wealth Partners, LLC is an independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops with insurance-brokerage capabilities. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed fees, and it also accepts commission-based business. Investment activity is concentrated in pooled public vehicles—mutual funds and similar public funds—with discretionary management being the dominant delivery model. The adviser does not position itself as an ESG-focused manager and operates at a regional scale rather than as a multi-state or national player.

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Public Holdings

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Location & Offices