|
⚲
|
| Keyboard |
| Elevation Point Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 137068 |
| SEC # | 801-65068 |
| CIK # | 0001744349 |
| AUM | 8,290.5 M (2026-06-29) |
| Employees | 91 (59% Investors, 11% Brokers) |
| Phone | 303-382-2880 |
| Address | 1580 Lincoln Street Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Home Depot Inc | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,280 | 1.7 |
| (b) Individuals (high net worth individuals) | 1,599 | 6.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 19,386 | 8.3 |
| By Discretionary | ||
| Discretionary | 17,597 | 7.6 |
| Non-Discretionary | 1,789 | 0.7 |
| Total | 19,386 | 8.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.3 | |
| Total | 19,386 | 8.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001744349] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Horizon Investments LLC
✚
|
NC | 8,471.8 M |
|
BNY Mellon Securities Corporation
✚
|
NY | 8,448.7 M |
|
Douglas Lane & Associates LLC
✚
|
NY | 8,440.5 M |
|
Empirical Financial Services LLC
✚
|
WA | 8,429.0 M |
|
Wealthcare Advisory Partners LLC
✚
|
PA | 8,288.1 M |
|
Bolton Securities Corp
✚
|
MA | 8,275.5 M |
|
Capital Investment Advisors LLC
✚
|
GA | 8,212.6 M |
|
Gradient Investments LLC
✚
|
MN | 8,201.1 M |
|
R M Davis Inc
✚
|
ME | 8,154.7 M |
|
Marshfield Associates Inc
✚
|
DC | 8,121.9 M |