Elevation Point Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 30, 2026, reports $8.3B in regulatory assets under management, 91 employee, 11 offices, and 19,386 accounts.
Assets Under Management
$8.3B
Employees
91
Offices
11 offices
Total Clients
4,936
Primary office
DENVER, CO
1580 LINCOLN STREET, SUITE 680, DENVER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
3,280
2
HNWI
32.4%
1,599
3
Corporations
0.6%
29
4
Pension Plans
0.3%
16
5
Charitable
0.2%
11
Additional categories (<0.1%)
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.3Bas of April 30, 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.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.3B
Total Accounts19,386
10Y AUM Change+$7.0B (+525.1%)
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%)
* 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.