# Elevation Point Wealth Partners, LLC

> Elevation Point Wealth Partners, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2006, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 137068
- Filed as: ELEVATION POINT WEALTH PARTNERS, LLC
- 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)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137068
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-point-wealth-partners-llc-denver-co-137068

## Quick answers

**How is Elevation Point Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elevation Point Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Elevation Point Wealth Partners, LLC located?**
Elevation Point Wealth Partners, LLC's principal office is in Denver, CO, according to its Form ADV; the October 2026 filing also lists 14 other offices (Schedule D, Section 1.F).

**Is Elevation Point Wealth Partners, LLC registered with the SEC or a state?**
Elevation Point Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 137068.

**How much does Elevation Point Wealth Partners, LLC manage?**
Elevation Point Wealth Partners, LLC reports $8,290,502,368 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (92% discretionary).

**How have Elevation Point Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Elevation Point Wealth Partners, LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elevation Point Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,280); high net worth individuals (1,599); corporations or other businesses not listed above (29).

**Which custodians does Elevation Point Wealth Partners, LLC use?**
Elevation Point Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity, Goldman Sachs Custody Solutions, Pershing LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Elevation Point Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137068

**Does Elevation Point Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 22, 2026 says: "For new individual account clients, EPWP requires a minimum account size of $100,000. EPWP reserves the right to waive this minimum at its sole discretion."

**What changed in Elevation Point Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Jacksonville, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 22, 2026)

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

> For new individual account clients, EPWP requires a minimum account size of $100,000. EPWP reserves the right to waive this minimum at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity
- Goldman Sachs Custody Solutions
- Pershing LLC
- Raymond 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.

### Regulatory assets under management (Item 5.F)
- Total: $8,290,502,368
- Discretionary: $7,627,398,597
- Non-discretionary: $663,103,771

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,280 | $1,672,634,206 |
| High net worth individuals | 1,599 | $6,415,524,968 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $11,870,720 |
| Charitable organizations | 11 | $53,348,747 |
| Insurance companies | 1 | $2,313,830 |
| Corporations or other businesses not listed above | 29 | $134,809,897 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 91 total, 54 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Aitkin, MN
- Alpharetta, GA
- Atlanta, GA
- Bloomfield Hills, MI
- Evergreen, CO
- Farmington Hills, MI
- Fernandina Beach, FL
- Houston, TX
- Indianapolis, IN
- Jacksonville, FL
- Lafayette, LA
- Minneapolis, MN
- Plymouth, MN
- Tequesta, FL

### Websites listed on Form ADV (Item 1.I)
- besterwealth.com
- elevationpoint.com
- familyofficepartners.com
- fortawealth.com
- hamptonbluff.com
- harborviewprivate.com
- loxcap.com
- superiorwealth.net
- tradewindswp.com
- tritonwealth.com
- waycrestwealth.com
- Facebook @ElevationPointLLC
- Facebook @SuperiorWealth
- Facebook @TrustTritonWealth
- Instagram @elevation.point
- LinkedIn @elevation-point
- LinkedIn @superior-wealth-partners
- LinkedIn @triton-wealth
- X @Elevation_Point

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,597,161,087 | 30 | April 1, 2021 |
| October 2022 | $2,006,629,259 | 33 | September 2, 2022 |
| October 2023 | $1,862,454,467 | 39 | September 15, 2023 |
| October 2024 | $2,187,125,977 | 35 | August 28, 2024 |
| October 2025 | $2,434,909,737 | 61 | July 16, 2025 |
| October 2026 | $8,290,502,368 | 91 | September 22, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Jacksonville, FL.
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Added an office in Fernandina Beach, FL.

### July 2026
- Added the business name Tradewinds Wealth Partners.
- Employees performing advisory functions went from 38 to 54.
- Added an office in Houston, TX.

### 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.

### 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).

### March 2026
- Added the business name Hampton Bluff Capital Partners.
- Added an office in Atlanta, GA.

### 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.

### November 2025
- Added an office in Alpharetta, GA.
- Added an office in Farmington Hills, MI.
- No longer lists an office in Southfield, MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Point Wealth Partners, LLC (CRD 137068): Form ADV filing data as of October 2026.