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Elevation Wealth Partners LLC

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Client assets under management

$213,054,701

Clients

101

45% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

51

Typical

Average account size

$2,109,452

About

Elevation Wealth provides discretionary investment management, comprehensive financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, families, trusts, businesses, retirement plans and charitable organizations. The firm typically constructs portfolios using low‑cost, diversified mutual funds and ETFs and may also employ individual stocks, bonds and alternative investments to meet client objectives.

The firm’s investment process combines fundamental and behavioral analysis and is generally long‑term focused, with shorter‑term trades used for rebalancing or to meet client cash needs. Elevation Wealth discloses that it may use derivatives in separately managed accounts — primarily as hedging tools — a practice that is uncommon among peers and that introduces additional counterparty and strategy complexity which the firm addresses in its disclosures.

Founded in 2023 and operating with a small advisory team while managing over $200 million in discretionary assets, the firm generally requires a substantial relationship size and offers ERISA fiduciary services for plans. The firm’s principal holds CFP® and CPFA® credentials and also maintains securities and insurance licenses; the brochure discloses that commissionable securities and insurance implementations conducted outside the advisory relationship and the firm’s institutional custody arrangements can create potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.40%

Commissions

Advisor fees are separate from commissions earned by Mr. Monahan in his capacity as a Registered Representative and insurance professional; commissions are earned separately and are not included in advisory fees.

Other

Account minimum: $1,000,000

Main office location

Elevation Wealth Partners LLC

West Palm Beach FL, United States

Number of offices

3

Most active in

More info

Florida · New York · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website (561) 491-0518

Advisors at this firm

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user avatar

Kerri C

Series 63, Series 65, Series 66

Greenlawn, NY

Elevation Wealth Partners LLC

Kerri Chiodo is a financial advisor at Elevation Wealth Partners LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her advisory career, she was employed at Backflow Corp of NY for 14 years. Elevation Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes tailored, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, combining fundamental and behavioral analysis with ongoing client contact.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert M

CFP®, Series 63, Series 65

West Palm Beach, FL

Elevation Wealth Partners LLC

Robert Monahan is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Elevation Wealth Partners LLC in West Palm Beach, FL. His prior roles include positions at Bank of America and Merrill Lynch. He is also dually registered as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Elevation Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a tailored, long-term investment approach using low-cost mutual funds and ETFs, supplemented as needed with individual securities and alternative investments, combining fundamental and behavioral analysis with ongoing client contact and discretionary supervision.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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