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| Happy Holidays!! thanks for using AUM13F!! |
| Elevation Point Wealth Partners LLC
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| CRD # | 137068 |
| SEC # | 801-65068 |
| CIK # | 0001744349 |
| AUM | $2.4 B (2025-07-16) |
| Employees | 61 (33% Investors, 11% Brokers) |
| Phone | 303-382-2880 |
| Address | 1580 Lincoln Street Denver, CO 80203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001744349 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 143.2 | ||
| Microsoft Corp | 20.9 | ||
| Alphabet Inc | 18.8 | ||
| Amazon Com Inc | 17.5 | ||
| Nvidia Corp | 14.3 | ||
| Alphabet Inc | 13.4 | ||
| Spotify Technology Sa | 11.9 | ||
| J P Morgan Chase & Co | 10.4 | ||
| Facebook Inc | 9.2 | ||
| Broadcom Inc | 8.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.2 | ||
| Procter & Gamble Co | 7.1 | ||
| Walt Disney Co | 7.0 | ||
| SPDR Gold Trust | 6.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 778 | 0.2 |
| (b) Individuals (high net worth individuals) | 857 | 2.1 |
| (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 | 9 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (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 | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,324 | 2.4 |
| By Discretionary | ||
| Discretionary | 6,673 | 1.6 |
| Non-Discretionary | 1,651 | 0.9 |
| Total | 8,324 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 8,324 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001744349] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Michaud Capital Management LLC
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|
CO | 2.4 |
|
Redswan PC Inc
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TX | 2.4 |
|
Capstone Financial Advisors Inc
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IL | 2.4 |
|
SAX Wealth Advisors LLC
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|
NJ | 2.4 |
|
ValueQuest Investment Advisors Private Ltd
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|
2.4 | |
|
Anchor Capital Advisors LLC
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|
MA | 2.4 |
|
Sarofim International Management Company LLC
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|
TX | 2.4 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |
|
Fragasso Financial Advisors Inc
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|
PA | 2.4 |
|
Cincinnati Asset Management Inc
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|
OH | 2.4 |