Lowell Jacob Weiss
Investment Adviser Representative at Elevation Point Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lowell Jacob Weiss is an investment adviser representative with Elevation Point Wealth Partners, LLC in Farmington Hills, MI, where they have been registered since 2025. They have worked in the securities industry since 2009 and were previously registered with Raymond James & Associates, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Michigan and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
17 states and territories
Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Illinois, Kentucky, Maryland, Michigan, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James & Associates, Inc.Aug 2009 – Jun 2025Farmington Hills, MI
- Elevation Point Wealth Partners d/b/a Waycrest WealthJul 2025 – no end date reportedFarmington Hills, MI
- Purshe Kaplan Sterling InvestmentsJul 2025 – no end date reportedAlbany, NY
- Disney Vacation Club RentalOct 2025 – no end date reportedWest Bloomfield, MI
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevation Point Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 48
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Denver, CO
- SEC file number:
- 801-65068
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Elevation Point Wealth Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lowell Jacob Weiss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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