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Robert Francis Monahan

Principal And Chief Compliance OfficerElevation Wealth Partners LLCCRD 1997136

About Robert Francis Monahan

Robert Francis Monahan is listed as Principal And Chief Compliance Officer at Elevation Wealth Partners LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Elevation Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Francis Monahan work?

Robert Francis Monahan is listed as Principal And Chief Compliance Officer at Elevation Wealth Partners LLC on SEC Form ADV.

How much of Elevation Wealth Partners LLC does Robert Francis Monahan own?

Form ADV reports a beneficial ownership band of Over 75%.

Elevation Wealth Partners LLC

TitlePrincipal And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2023
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