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Elevation Advisory Partners LLC

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Total assets under management

$226,045,866

Total clients

378

15% high-net worth

Total advisors

4

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

95

Average account size

$598,005

About

Elevation Advisory Partners LLC is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning and consulting, retirement plan advisory, third‑party manager selection, and legacy management services to individuals, high‑net‑worth families, estates, trusts, partnerships, and retirement plans. The firm manages a multi‑client book (disclosed regulatory discretionary AUM of about $236.9 million) and may incorporate separately managed accounts, institutional mutual funds and exchange‑traded funds, and alternative investments such as private equity and real estate funds when appropriate.

The firm’s investment process draws on both fundamental and technical analysis and employs a mix of long‑term holding and short‑term income strategies, with cash and margin used selectively based on market outlook and client objectives. Elevation works with clients through an agreed‑upon investment advisory agreement, conducts initial and periodic reviews to align allocations with risk tolerance and goals, and can delegate portfolio implementation and monitoring to Independent Third‑Party Managers when warranted.

A noteworthy feature of Elevation is that several of its investment adviser representatives are dually registered as registered representatives of a broker‑dealer (Silver Oak Securities), and some IARs also maintain insurance licenses; these affiliations mean advisers may be eligible to receive brokerage or insurance commissions in addition to advisory fees, creating potential conflicts of interest that are disclosed in the firm’s brochure. The firm also uses third‑party technology and custody relationships (including Orion and institutional custodians) and presents a hybrid model combining RIA fiduciary services with access to broker‑dealer resources and third‑party managers, an arrangement that is less common among similarly sized team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing ESG / Sustainable investing

Fee options

Fixed

Financial planning and consulting fixed fee between $500 and $5,000

Other

Fee-only: Financial planning and consulting services fixed fee ranging from $500 to $5,000 depending on scope and complexity

Main office location

Elevation Advisory Partners LLC

3505 Lake Lynda Drive, Suite 200

Orlando FL 32817, United States

Number of offices

3

Most active in

Arizona · California · Florida · Iowa · Kansas · Louisiana · Missouri · Nebraska · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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