Elevation Wealth Partners, LLC

Elevation Wealth Partners is a small, supported advisory firm that manages approximately $53.3 million for about 171 clients, largely serving individual investors and retirement-plan participants. The firm provides discretionary portfolio management and financial planning services, including retirement rollover guidance and limited 529 plan management tied to Capital Group options.

The firm’s investment process combines fundamental, quantitative, optimization, technical, and computer-model analysis, drawing on third‑party research and institutional tools to tailor asset allocation and security selection to each client’s goals and risk tolerance. Elevation Wealth reviews client accounts at least semi‑annually (and more frequently as needed) and relies on custodial platforms and outside vendors for reporting, trade execution, and performance monitoring.

Elevation Wealth discloses activities that are less common among peers: one of the firm’s principals is a licensed insurance agent and the firm’s advisers may receive commission-based compensation for insurance sales, a potential conflict the brochure describes. The firm also participates in custodial and third‑party programs that provide access to educational events and institutional services and has a strategic referral network (“Sooner Wealth Squad”) used for cross‑referrals, while the firm’s AUM and client count indicate its client base is primarily non‑high‑net‑worth individuals rather than an HNW focus.