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ELEVATION WEALTH PARTNERS LLC
CRD 324951 · SEC 801-127588
NY, United States
Phone
(561) 491-0518
Fax
(561) 337-7141
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.6M
Discretionary AUM
$219.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $28.2M |
| High net worth individuals | 45 | $184.9M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD