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Elevation Wealth Partners, LLC

● SEC registered since 2015CRD 123971SEC# 801-81152Walnut Creek, CA
Export (members)
Reg. AUM
$582.1M
Employees
10
Accounts
933
Location
Walnut Creek, CA

Elevation Wealth Partners, LLC assets under management

Elevation Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. The firm has been registered since 2015. It reports $582.1 million in regulatory assets under management and employs 10 people.
www.elevationwp.comView on SEC.gov ↗

Elevation Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Paul KirchnerChief Compliance OfficerUnder 5%2022
Barry Nathan Mendelson ControlManaging Member/PrincipalOver 75%2014

Frequently asked questions

How much does Elevation Wealth Partners, LLC manage?

Elevation Wealth Partners, LLC reports $582.1 million in regulatory assets under management on its Form ADV.

How many employees does Elevation Wealth Partners, LLC have?

Elevation Wealth Partners, LLC reports 10 employees.

Where is Elevation Wealth Partners, LLC located?

Elevation Wealth Partners, LLC is based in Walnut Creek, CA and has been SEC-registered since 2015.

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

Address200 Pringle Avenue, Suite 400, Walnut Creek, CA 94596
Phone925-962-5600
Office hours9-5 By Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$580.5M
Non-discretionary$1.5M
Total (RAUM)$582.1M