Investment adviser · CRD 324951
ELEVATION WEALTH PARTNERS LLC
Investment adviser filing (IA)
· Form ADV filed Jul 23, 2026
- Regulatory AUM
- $220M Form ADV · Item 5.F
- Client accounts
- 269 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 | 45 | $184,855,497 | 84.2% |
| Individuals | 56 | $28,199,204 | 12.8% |
| Retirement plans | Fewer than 5 | $3,433,672 | 1.6% |
| Charities | Fewer than 5 | $3,122,858 | 1.4% |
Filing source
Form ADV 2121637 · Jul 23, 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: Jul 23, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
CRD 324951
Filing source
Form ADV 2121637 · Jul 23, 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.