Elevation Point Wealth Partners
TL;DR
Formed in 2005, the firm offers discretionary and non-discretionary advice on asset allocation and manager selection through affiliated adviser representatives, plus affiliated mutual fund management.
$8.3 billion
Regulatory AUM
As of ADV filing 2026-09-22
19,386
Accounts / Clients
4,879 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
91
Team Size
employees, 54 advisory
20 yrs
Years Registered
First registered 2006
About Elevation Point Wealth Partners
Formed in 2005, the firm offers discretionary and non-discretionary advice on asset allocation and manager selection through affiliated adviser representatives, plus affiliated mutual fund management.
Office: 1580 Lincoln Street, Suite 680, Denver, CO 80203.
Best for: Individuals from $100,000 who want representative-led allocation advice
Fee model and designations stated on the guide
Advisory feesCFA or CPA named
Form ADV data
CRD137068
RegistrationSEC-registered
First registration2006
Regulatory AUM$8.3 billion
ADV filing date2026-09-22
Accounts19,386
Clients4,879 individual and high-net-worth clients
Employees91
Advisory employees54
Fee modelAdvisory fees; ADV 2A discloses insurance commissions earned by representatives in separate agent roles
Minimum$100,000 for new individual accounts, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCIMA named on team page, CPA named in ADV 2A
Source: SEC Investment Adviser Public Disclosure, CRD 137068, as of ADV filing 2026-09-22, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 8 of 10
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