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Elevation Wealth Partners LLC

● SEC registered since 2023CRD 324951SEC# 801-127588
Export (members)
Reg. AUM
$190.6M
Employees
2
Accounts
235
Location
—

Elevation Wealth Partners LLC assets under management

Elevation Wealth Partners LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $190.6 million in regulatory assets under management and employs 2 people.
www.elevationwealthpartners.netView on SEC.gov ↗

Elevation Wealth Partners LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Francis Monahan ControlPrincipal And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Elevation Wealth Partners LLC manage?

Elevation Wealth Partners LLC reports $190.6 million in regulatory assets under management on its Form ADV.

How many employees does Elevation Wealth Partners LLC have?

Elevation Wealth Partners LLC reports 2 employees.

Does Elevation Wealth Partners LLC disclose fund performance?

Elevation Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(561) 491-0518
Fax(561) 337-7141
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190.6M
Non-discretionary$0
Total (RAUM)$190.6M