# Elevation Wealth Partners LLC

> Elevation Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 324951
- Filed as: ELEVATION WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324951
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-wealth-partners-llc-324951

## Quick answers

**How is Elevation Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elevation Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Elevation Wealth Partners LLC registered with the SEC or a state?**
Elevation Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324951.

**How much does Elevation Wealth Partners LLC manage?**
Elevation Wealth Partners LLC reports $219,611,231 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**How have Elevation Wealth Partners LLC's assets and staff changed since 2023?**
In the Form ADV data for Elevation Wealth Partners LLC: Regulatory assets under management: $152,000,000 in the October 2023 data and $219,611,231 in the October 2026 data, up 44%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elevation Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (45).

**Which custodians does Elevation Wealth Partners LLC use?**
Elevation Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Elevation 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/324951

**Does Elevation Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 23, 2026 says: "Elevation Wealth generally requires a minimum relationship size of $1,000,000, which may be reduced at the sole discretion of the Advisor."

**What changed in Elevation Wealth Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $190,610,000 to $219,611,231 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Elevation Wealth generally requires a minimum relationship size of $1,000,000, which may be reduced at the sole discretion of the Advisor.

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.

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: $219,611,231
- Discretionary: $219,611,231
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $28,199,204 |
| High net worth individuals | 45 | $184,855,497 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,433,672 |
| Charitable organizations | Fewer than 5 | $3,122,858 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elevationwealthpartners.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $152,000,000 | 2 | September 22, 2023 |
| October 2024 | $160,850,000 | 2 | February 5, 2024 |
| October 2025 | $190,610,000 | 2 | March 3, 2025 |
| October 2026 | $219,611,231 | 2 | July 23, 2026 |

Regulatory assets under management: $152,000,000 in the October 2023 data and $219,611,231 in the October 2026 data, up 44%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $190,610,000 to $219,611,231 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Wealth Partners LLC (CRD 324951): Form ADV filing data as of October 2026.