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ELEVATION POINT WEALTH PARTNERS, LLC
1580 Lincoln Street
Suite 680
Denver, Colorado 80203
Tel: 303-382-2880
About ELEVATION POINT WEALTH PARTNERS, LLC
ELEVATION POINT WEALTH PARTNERS, LLC, formally registered with the SEC as ELEVATION POINT WEALTH PARTNERS, LLC. The firm was established in 01/03/2006. They have over 5 offices throughout the country.
ELEVATION POINT WEALTH PARTNERS, LLC is a Denver, Colorado based Financial Planning firm with nearly $2,187,125,977 assets under management, offering retirement planning & investment advisory services to 3358 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137068 |
| SEC# | 801-65068 |
| Assets Managed by Firm | $2,187,125,977 |
| No. of Clients | 3358 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3358 | $2,187,125,977 |
| Individuals (other than high net worth individuals) | 269 | $84,651,141 |
| High net worth individuals | 966 | $2,017,666,431 |
| Pension and profit sharing plans | 10 | $7,716,604 |
| Charitable organizations | 12 | $41,336,511 |
| Corporations or other businesses | 13 | $33,932,176 |
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