Elevation Wealth Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 324951
- Registered since
- April 4, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.17%
- Individuals12.84%
- Pension & Profit Sharing Plans1.56%
- Charitable Organizations1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Elevation Wealth Partners LLC is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily to individuals and families. The firm also offers portfolio management for small businesses and institutions and provides pension consulting services. Elevation charges fees based on a percentage of assets under management and is not structured as a capital allocator — it relies on third-party managers and pooled vehicles instead of running proprietary alternative strategies. The adviser is SEC-registered as of 2023 and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds31%
- Other13%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Robert Monahan
Owner & CEOCRD 1997136
Kerri Chiodo
Chief Operating OfficerCRD 2103578
Contacts
1 of 1
Jack Monahan
Vice President of OperationsCRD 8260738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 268Active vs passive
$277M in ETFs
72%
$199M
28%
$78.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $36.2M | 820,424 | 13.04% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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