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ELEVATION WEALTH PARTNERS, LLC

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

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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 StatusApproved
Firm CRD#123971
SEC#801-81152
Assets Managed by Firm$485,099,117
No. of Clients825
No. of Advisors9

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 ClientsAUM
Firm Total825$485,099,117
Individuals (other than high net worth individuals)163$70,316,871
High net worth individuals97$399,836,400
Pension and profit sharing plans26$14,653,510
Charitable organizations8$292,336

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