Elevation Point Wealth Partners, LLC
● SEC registered since 2006CRD 137068SEC# 801-65068Denver, CO
Reg. AUM
$8.29B
Employees
91
Accounts
19,386
Location
Denver, CO
Elevation Point Wealth Partners, LLC assets under management
Elevation Point Wealth Partners, LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2006. It reports $8.3 billion in regulatory assets under management and employs 91 people.
Elevation Point Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Elizabeth Douglas Control | Chief Operating Officer | Under 5% | 2024 |
| Elevation Point, LLC Control | Member | Over 75% | 2005 |
| James R Dickson Control | Chief Executive Officer | Under 5% | 2024 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Elevation Point Wealth Partners, LLC manage?
Elevation Point Wealth Partners, LLC reports $8.3 billion in regulatory assets under management on its Form ADV.
How many employees does Elevation Point Wealth Partners, LLC have?
Elevation Point Wealth Partners, LLC reports 91 employees.
Where is Elevation Point Wealth Partners, LLC located?
Elevation Point Wealth Partners, LLC is based in Denver, CO and has been SEC-registered since 2006.
Does Elevation Point Wealth Partners, LLC disclose fund performance?
Elevation Point Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1580 Lincoln Street, Suite 680, Denver, CO 80203 |
| Phone | 303-382-2880 |
| Fax | 303-382-2888 |
| Office hours | 7:30-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.29B▲ 240%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$8.29Bregulatory AUM
Discretionary $7.63BNon-discretionary $663.1M