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| Elevation Wealth Partners LLC
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|---|---|
| CRD # | 123971 |
| SEC # | 801-81152 |
| CIK # | 0001976256 |
| AUM | 670.7 M (2026-05-16) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 925-962-5600 |
| Address | 2121 North California Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.1 | ||
| Alphabet Inc | 7.8 | ||
| Alphabet Inc | 5.0 | ||
| Nvidia Corp | 4.0 | ||
| Tesla Motors Inc | 2.6 | ||
| Microsoft Corp | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 50.5 |
| (b) Individuals (high net worth individuals) | 155 | 600.7 |
| (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 | 24 | 19.0 |
| (h) Charitable organizations | 18 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,000 | 670.7 |
| By Discretionary | ||
| Discretionary | 992 | 668.8 |
| Non-Discretionary | 8 | 1.9 |
| Total | 1,000 | 670.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 670.7 | |
| Total | 1,000 | 670.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976256] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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