ELEVATION WEALTH PARTNERS, LLC

3562 Round Barn Cir
Suite 300
Santa Rosa, California 95403
Tel: 707-524-6131

About ELEVATION WEALTH PARTNERS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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