Firm profile

Elevation Point Wealth Partners, LLC

DENVER, COCRD 137068Registration Status: ApprovedEffective since January 3, 2006SEC # 801-65068Latest ADV October 15, 2026

Elevation Point Wealth Partners, LLC's Form ADV filing dated 2026-10-15 reports $8,290,502,368 in regulatory assets under management, $7,627,398,597 discretionary and $663,103,771 non-discretionary, 19,386 accounts, and 91 employees.

Assets Under Management

$8.3B

Employees

Offices

15 offices

Total Clients

4,936

Associated firm names

16 names listed

BESTER WEALTH MANAGEMENT
WAYCREST WEALTH
TRITON WEALTH, LLC
TRIPLE H FINANCIAL SERVICES

Leadership

3 roles identified

CEOJames R. Dickson

CCOMichael J. Sabre

COOCaitlin E. Douglas

Advisory services offered

3 types reported

Other advisory services

Portfolio management for individuals and small businesses

Selection of other advisers

Fee models offered

3 types reported

Asset based fees

Fixed fees

Hourly charges

Offices & Contact

Primary office

DENVER, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

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Colorado

DENVERPrimary office · EVERGREEN

Florida

TEQUESTA · FERNANDINA BEACH · JACKSONVILLE

Georgia

ATLANTA · ALPHARETTA

Indiana

INDIANAPOLIS

Louisiana

LAFAYETTE

Michigan

FARMINGTON HILLS · BLOOMFIELD HILLS

Minnesota

PLYMOUTH · MINNEAPOLIS · AITKIN

Texas

HOUSTON

15 office records listed · 15 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone303-382-2880 WebsiteVisit website LinkedInView profile

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.3Bas of October 15, 2026

Discretionary92.0%

$7.6B

92% of total RAUM92.0%

Non-discretionary8.0%

$663M

8% of total RAUM8.0%

Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 66.5% of total clients.

Top client categories% of clientsClients

Individuals

66.5%

3,280

HNWI

32.4%

1,599

Corporations

0.6%

Pension Plans

0.3%

Charitable

0.2%

Additional categories (<0.1%)

Insurance Cos.<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$8.3B

Total Accounts19,386

10Y AUM Change+$7.0B (+525.1%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees91

Clients per Employee54:1

10Y Employee Change+67 (+279.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

ELEVATION POINT, LLCDirect owner · Schedule AInterest in ELEVATION POINT WEALTH PARTNERS, LLC

75%+

LYNN VIRGINIA SABREIndirect owner · Schedule BInterest in DALTON - MYCG, LLC

75%+

DALTON - MYCG, LLCIndirect owner · Schedule BInterest in ELEVATION POINT, LLC

50% to < 75%

GREG DAVID ANDERSONIndirect owner · Schedule BInterest in ELEVATION POINT, LLC

25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Elevation Point Wealth Partners, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-22 · Schedules A and B

10 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	ELEVATION POINT, LLCMEMBERDomestic entity	ELEVATION POINT WEALTH PARTNERS, LLC	75% or moreCode E	Yes	MEMBER08/2005	Schedule APDF page 36
2	JAMES R DICKSONCHIEF EXECUTIVE OFFICERIndividual	ELEVATION POINT WEALTH PARTNERS, LLC	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER06/2024	Schedule APDF page 36
3	CAITLIN ELIZABETH DOUGLASCHIEF OPERATING OFFICERIndividual	ELEVATION POINT WEALTH PARTNERS, LLC	Less than 5%Code NA	Yes	CHIEF OPERATING OFFICER10/2024	Schedule APDF page 36
4	ROBERT KARL ROSSCHIEF COMPLIANCE OFFICERIndividual	ELEVATION POINT WEALTH PARTNERS, LLC	Less than 5%Code NA	Yes	CHIEF COMPLIANCE OFFICER07/2026	Schedule APDF page 36
5	JOHN LEONARD SABREDIRECTORIndividual	ELEVATION POINT, LLC	Percentage not specifiedCode F	Yes	DIRECTOR08/2007	Schedule BPDF page 37
6	DALTON - MYCG, LLCMEMBERDomestic entity	ELEVATION POINT, LLC	50% to less than 75%Code D	No	MEMBER11/2003	Schedule BPDF page 37
7	LYNN VIRGINIA SABREMEMBERIndividual	DALTON - MYCG, LLC	75% or moreCode E	No	MEMBER08/2007	Schedule BPDF page 37
8	JAMES R DICKSONCEO, DIRECTORIndividual	ELEVATION POINT, LLC	Percentage not specifiedCode F	Yes	CEO, DIRECTOR06/2024	Schedule BPDF page 37
9	GREG DAVID ANDERSONDIRECTOR, MEMBERIndividual	ELEVATION POINT, LLC	25% to less than 50%Code C	Yes	DIRECTOR, MEMBER08/2005	Schedule BPDF page 37
10	BRADFORD WAYNE SMITHYDIRECTORIndividual	ELEVATION POINT, LLC	Percentage not specifiedCode F	Yes	DIRECTOR07/2024	Schedule BPDF page 37

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 9/22/2026 4:06:52 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo

AFelonies2 No

In the past ten years, have you or any advisory affiliate:

A1Been convicted of or pleaded guilty or no contest to a felony?No
A2Been charged with a felony?No

BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
B2Been charged with a misdemeanor of the kind listed above?No

CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

C1Found you or an advisory affiliate made a false statement or omission?No
C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No

DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No

ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

E1Found you or an advisory affiliate made a false statement or omission?No
E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No

FProfessional authorizations1 No

FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No

GPending regulatory proceedings1 No

GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No

HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.