Investment adviser · CRD 137068
ELEVATION POINT WEALTH PARTNERS, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $8.29B Form ADV · Item 5.F
- Client accounts
- 19,386 Accounts, not individual clients
- Employees
- 91 Reported in this filing
- Advisory professionals
- 54 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,599 | $6,415,524,968 | 77.4% |
| Individuals | 3,280 | $1,672,634,206 | 20.2% |
| Corporations & businesses | 29 | $134,809,897 | 1.6% |
| Charities | 11 | $53,348,747 | 0.6% |
| Retirement plans | 16 | $11,870,720 | 0.1% |
| Insurance companies | 1 | $2,313,830 | 0.0% |
Filing source
Form ADV 2130141 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1580 LINCOLN STREET, SUITE 680DENVER, CO, 80203, United States
CRD 137068
Filing source
Form ADV 2130141 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.