Advisor at Elevation Point Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elevation Point Wealth Partners, LLC
Location
Denver, CO 80203
Credentials
Series 66
Industry experience
20 years
Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 25 years. She is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility (MVP) and Summit Portfolios.
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
Based on Elevation Point Wealth Partners, LLC
$500 to over $100,000 on a project basis
$65-$500 per hour
Account minimum: $100,000
1580 Lincoln Street, Suite 680
Denver, CO 80203
California · Colorado · Louisiana · New York · Texas · Virginia
Purshe Kaplan Sterling Investments
2025 - Present (1 year)
Elevation Point Wealth Partners, LLC
2025 - Present (1 year)
UBS Financial Services
2000 - 2025 (25 years)
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