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ELEVATION WEALTH PARTNERS, LLC
CRD 123971 · SEC 801-81152
2121 NORTH CALIFORNIA BLVD, SUITE 290, WALNUT CREEK, CA, 94596, United States
Phone
925-962-5600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$670.7M
Discretionary AUM
$668.8M
Team
8 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $50.5M |
| High net worth individuals | 155 | $600.7M |
| Pension/profit sharing plans | 24 | $19.0M |
| Charitable organizations | 18 | $476K |
States served
AZ, CA, NY, OR, TX
All web addresses on file
Official SEC filing: View on IAPD