ELEVATION WEALTH PARTNERS, LLC
SEC RegisteredExpertise and guidance for every stage of your life
About the firm
Elevation Wealth Partners is a fiduciary, fee-only firm that serves a diverse set of individuals, families, and companies, helping them turn their hard work into financial security. The firm provides guidance, counseling, and investment management, creating personalized investment strategies matched to each client's financial goals during their lifetime and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, personalized investment management, and comprehensive financial planning, including guidance, counseling, and investment management to help clients match their investment plan to their financial goals.
Who they serve
A diverse set of individuals, families, and companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $51M |
| High Net Worth Individuals | 155 | $601M |
| Charitable Organizations | 24 | $19M |
| State/Municipal Entities | 18 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.80% |
| Next $3,000,000 | 0.60% |
| Next $5,000,000 | 0.40% |
| Above $10,000,000 | 0.25% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVATION WEALTH PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.