Elevation Point Wealth Partners, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $100,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated July 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$8,290,502,368 as of October 2026, filing dated September 22, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Other

Also doing business as

BESTER WEALTH MANAGEMENT, FAMILY OFFICE PARTNERS, FORTA WEALTH PARTNERS, FORTAGE CAPITAL ADVISORS, HAMPTON BLUFF CAPITAL PARTNERS, HARBOR VIEW PRIVATE WEALTH, LOXAHATCHEE CAPITAL, MOUNT YALE INVESTMENT ADVISORS, SUPERIORWEALTH PARTNERS, LLC, TRADEWINDS WEALTH PARTNERS, TRITON WEALTH, LLC, WAYCREST WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2006 (20 years)

Employees

Total: 91. Performing investment advisory functions: 54.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.FidelityGoldman Sachs Custody SolutionsPershing LLCRaymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

14 other offices, as of the October 2026 filing

Aitkin, MNAlpharetta, GAAtlanta, GABloomfield Hills, MIEvergreen, COFarmington Hills, MIFernandina Beach, FLHouston, TXIndianapolis, INJacksonville, FLLafayette, LAMinneapolis, MNPlymouth, MNTequesta, FL

States registered or notice-filed

48 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPARISCSDTNTXUTVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,597,161,087 in the October 2021 data and $8,290,502,368 in the October 2026 data, up 419%.

Total employees: 30 in October 2021 and 91 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Added an office in Jacksonville, FL.
   • Updated its list of owners and control persons (Schedule A).
2. September 2026
   • Added an office in Fernandina Beach, FL.
3. July 2026
   • Added the business name Tradewinds Wealth Partners.
   • Employees performing advisory functions went from 38 to 54.
   • Added an office in Houston, TX.
4. May 2026
   • No longer lists the business name Sagepoint Capital Partners.
   • Employees performing advisory functions went from 39 to 38.
   • Regulatory assets under management went from $6,300,428,956 to $8,290,502,368 (+32%).
   • Added an office in Tequesta, FL.
   • No longer lists an office in Brentwood, TN.
5. April 2026
   • Regulatory assets under management went from $2,434,909,737 to $6,300,428,956 (+159%).
   • Employees performing advisory functions went from 20 to 39.
   • Registered or notice-filed in AK, AR, DE, KS, KY, ME, MO, MS, MT, NM, SD.
   • Updated its list of owners and control persons (Schedule A).
6. March 2026
   • Added the business name Hampton Bluff Capital Partners.
   • Added an office in Atlanta, GA.
7. February 2026
   • Added the business name Forta Wealth Partners.
   • Added the business name Harbor View Private Wealth.
   • Added the business name Sagepoint Capital Partners.
   • Added an office in Brentwood, TN.
   • Added an office in Indianapolis, IN.
8. November 2025
   • Added an office in Alpharetta, GA.
   • Added an office in Farmington Hills, MI.
   • No longer lists an office in Southfield, MI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.