Elevation Wealth Partners LLC
● SEC registered since 2023CRD 324951SEC# 801-127588
Reg. AUM
$219.6M
Employees
2
Accounts
269
Location
—
Elevation Wealth Partners LLC assets under management
Elevation Wealth Partners LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $219.6 million in regulatory assets under management and employs 2 people.
Elevation Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Francis Monahan Control | Principal And Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Elevation Wealth Partners LLC manage?
Elevation Wealth Partners LLC reports $219.6 million in regulatory assets under management on its Form ADV.
How many employees does Elevation Wealth Partners LLC have?
Elevation Wealth Partners LLC reports 2 employees.
Does Elevation Wealth Partners LLC disclose fund performance?
Elevation Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (561) 491-0518 |
| Fax | (561) 337-7141 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$219.6Mregulatory AUM
Discretionary $219.6M