# Elevation Wealth Partners, LLC

> Elevation Wealth Partners, LLC is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 123971
- Filed as: ELEVATION WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/123971
- AdvisorCensus page: https://advisorcensus.com/firm/elevation-wealth-partners-llc-walnut-creek-ca-123971

## 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.

**Where is Elevation Wealth Partners, LLC located?**
Elevation Wealth Partners, LLC's principal office is in Walnut Creek, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**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 2015. Status as filed: Approved. CRD 123971.

**How much does Elevation Wealth Partners, LLC manage?**
Elevation Wealth Partners, LLC reports $670,748,146 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**How have Elevation Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Elevation Wealth Partners, LLC: Regulatory assets under management: $240,427,038 in the October 2021 data and $670,748,146 in the October 2026 data, up 179%. Total employees: 6 in October 2021 and 8 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: high net worth individuals (155); individuals (other than high net worth individuals) (128); pension and profit sharing plans (but not the plan participants or government pension plans) (24).

**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/123971

**What changed in Elevation Wealth Partners, LLC's recent Form ADV filings?**
In the June 2026 filing data: Added an office in Napa, CA.

## From the Form ADV filing

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

### 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: $670,748,146
- Discretionary: $668,842,864
- Non-discretionary: $1,905,282

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $50,509,845 |
| High net worth individuals | 155 | $600,716,278 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $19,046,449 |
| Charitable organizations | 18 | $475,574 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Napa, CA
- Santa Rosa, CA

### Websites listed on Form ADV (Item 1.I)
- elevationwp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $240,427,038 | 6 | August 3, 2021 |
| October 2022 | $284,295,181 | 7 | March 23, 2022 |
| October 2023 | $270,815,040 | 6 | March 27, 2023 |
| October 2024 | $485,099,117 | 9 | June 17, 2024 |
| October 2025 | $582,090,191 | 10 | April 30, 2025 |
| October 2026 | $670,748,146 | 8 | August 26, 2026 |

Regulatory assets under management: $240,427,038 in the October 2021 data and $670,748,146 in the October 2026 data, up 179%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Added an office in Napa, CA.

### May 2026
- Employees performing advisory functions went from 5 to 6.

### March 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $582,090,191 to $670,748,146 (+15%).
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevation Wealth Partners, LLC (CRD 123971): Form ADV filing data as of October 2026.