Elevation Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 10, 2026, reports $220M in regulatory assets under management, 2 employees, 2 offices, and 269 accounts.
Top client segmentIndividuals represent 55.4% of total clients.
Top client categories% of clientsClients
1
Individuals
55.4%
56
2
HNWI
44.6%
45
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$220Mas of April 10, 2026
Discretionary100.0%
$220M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$220M
Total Accounts269
10Y AUM Change+$220M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee51:1
10Y Employee Change+1 (+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.