WALNUT CREEK, CACRD 123971Latest ADV April 20, 2026
Elevation Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 20, 2026, reports $671M in regulatory assets under management, 8 employees, 1 office, and 1,000 accounts.
Assets Under Management
$671M
Employees
8
Offices
1 office
Total Clients
325
Primary office
WALNUT CREEK, CA
2121 NORTH CALIFORNIA BLVD, SUITE 290, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.7% of total clients.
Top client categories% of clientsClients
1
HNWI
47.7%
155
2
Individuals
39.4%
128
3
Pension Plans
7.4%
24
4
Charitable
5.5%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$671Mas of April 20, 2026
Discretionary99.7%
$669M
100% of total RAUM99.7%
Non-discretionary0.3%
$2M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$671M
Total Accounts1,000
10Y AUM Change+$493M (+278.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee41:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.