3562 Round Barn Cir
Suite 300
Santa Rosa, California 95403
Tel: 707-524-6131
ELEVATION WEALTH PARTNERS, LLC, formally registered with the SEC as ELEVATION WEALTH PARTNERS, LLC. The firm was established in 03/17/2015. They have over 3 offices throughout the country.
ELEVATION WEALTH PARTNERS, LLC is a Santa Rosa, California based Financial Planning firm with nearly $485,099,117 assets under management, offering retirement planning & investment advisory services to 825 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 123971 |
SEC# | 801-81152 |
Assets Managed by Firm | $485,099,117 |
No. of Clients | 825 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 825 | $485,099,117 |
Individuals (other than high net worth individuals) | 163 | $70,316,871 |
High net worth individuals | 97 | $399,836,400 |
Pension and profit sharing plans | 26 | $14,653,510 |
Charitable organizations | 8 | $292,336 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Santa Rosa, California