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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Elevation Wealth Partners LLC
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|---|---|
| CRD # | 123971 |
| SEC # | 801-81152 |
| CIK # | 0001976256 |
| AUM | $582.1 M (2025-04-30) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 707-524-6131 |
| Address | 200 Pringle Avenue Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Alphabet Inc | 4.1 | ||
| Microsoft Corp | 3.0 | ||
| Tesla Motors Inc | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| Nvidia Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 53.3 |
| (b) Individuals (high net worth individuals) | 127 | 511.1 |
| (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 | 24 | 17.2 |
| (h) Charitable organizations | 11 | 0.4 |
| (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 | 933 | 582.1 |
| By Discretionary | ||
| Discretionary | 925 | 580.5 |
| Non-Discretionary | 8 | 1.5 |
| Total | 933 | 582.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 582.1 | |
| Total | 933 | 582.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001976256] |
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|---|---|---|
|
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OH | 0.6 |
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VSM Wealth Advisory LLC
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MD | 0.6 |
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Satis Asset Management Ltd
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IL | 0.6 |
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NY | 0.6 |
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Encompass More Asset Management LLC
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ACT Two Investors LLC
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|
0.6 | |
|
The H Group Inc
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OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
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MN | 0.6 |
|
McGowan & Co LLP
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|
PA | 0.6 |