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ELEVATION POINT WEALTH PARTNERS, LLC
CRD 137068 · SEC 801-65068
1580 LINCOLN STREET, SUITE 680, DENVER, CO, 80203, United States
Phone
303-382-2880
Fax
303-382-2888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.29B
Discretionary AUM
$7.63B
Team
91 total employees; 54 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3280 | $1.67B |
| High net worth individuals | 1599 | $6.42B |
| Pension/profit sharing plans | 16 | $11.9M |
| Charitable organizations | 11 | $53.3M |
| Insurance companies | 1 | $2.3M |
| Corporations/business entities | 29 | $134.8M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.facebook.com/TrustTritonWealth
- https://besterwealth.com/
- https://www.linkedin.com/company/elevation-point/
- https://www.tradewindswp.com/
- https://www.linkedin.com/company/triton-wealth
- https://www.loxcap.com
- https://familyofficepartners.com
- https://waycrestwealth.com
- https://www.harborviewprivate.com
- https://www.fortawealth.com
- https://www.superiorwealth.net/
- https://www.hamptonbluff.com/
- https://www.linkedin.com/company/superior-wealth-partners/
- https://tritonwealth.com
- https://www.instagram.com/elevation.point/
- https://www.facebook.com/ElevationPointLLC
- https://x.com/Elevation_Point
- https://www.elevationpoint.com
- https://www.facebook.com/SuperiorWealth
Official SEC filing: View on IAPD