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ELEVATION FINANCIAL PARTNERS, LLC
CRD 120906 · SEC 801-64072
240 S STATE ST, WESTERVILLE, OH, 43081, United States
Phone
614-888-2222
Fax
614-888-2222
Registration
— (—)
Source
State registered
Total AUM
$58.7M
Discretionary AUM
$58.7M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $58.7M |
All web addresses on file
Official SEC filing: View on IAPD