| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Elizabeth Douglas Control | Chief Operating Officer | Under 5% | 2024 |
| Christopher E Moran | Chief Financial Officer | Under 5% | 2019 |
| Elevation Point, LLC Control | Member | Over 75% | 2005 |
Elevation Point Wealth Partners, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
Elevation Point Wealth Partners, LLC reports 61 employees.
Elevation Point Wealth Partners, LLC is based in Denver, CO and has been SEC-registered since 2006.
Elevation Point Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1580 Lincoln Street, Suite 680, Denver, CO 80203 |
| Phone | 303-382-2880 |
| Fax | 303-382-2888 |
| Office hours | 7:30-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.58B |
| Non-discretionary | $851.4M |
| Total (RAUM) | $2.43B |