Elevation Point Wealth Partners, LLC

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Total assets under management

$2,434,909,737

Total clients

1,635

52% high-net worth

Total advisors

of 61 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,489,241

Client services

Portfolio management Selection of other advisers Consulting

Fee options

Fixed

Flat fees charged on a project basis ranging from $500 to over $100,000

Percentage

$0+: 0.10% - 1.50% $0+: 0.30% - 0.40% $0+: up to 2.11% maximum Program Fee (negotiable) $0+: 0.04% - 0.23% (consulting fee for brokerage customers)

Commissions

Certain representatives are registered representatives of a broker-dealer and may receive commissions for brokerage transactions

Project-based

Hourly consulting or advisory fees ranging from $65 to $500 per hour

Other

Account minimum: $100,000 Fee-only: Flat fees from $500 to over $100,000 on a project basis; hourly fees from $65 to $500 per hour

Disclosures

Main office location

Elevation Point Wealth Partners, LLC

1580 Lincoln Street, Suite 680

Denver CO 80203, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 303-382-2880

Advisors at this firm

Ashley B

Series 66

Lafayette, LA

Elevation Point Wealth Partners, LLC

David R

Series 66

Denver, CO

Elevation Point Wealth Partners, LLC

David B

Series 63, Series 65

Minneapolis, MN

Elevation Point Wealth Partners, LLC

Winston J

Series 66

Brentwood, TN

Elevation Point Wealth Partners, LLC

Travis F

CFP®, Series 66

Series 66

Lafayette, LA

Elevation Point Wealth Partners, LLC

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