Elevation Wealth Partners, LLC
● SEC registered since 2015CRD 123971SEC# 801-81152Walnut Creek, CA
Reg. AUM
$670.7M
Employees
8
Accounts
1,000
Location
Walnut Creek, CA
Elevation Wealth Partners, LLC assets under management
Elevation Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. The firm has been registered since 2015. It reports $670.7 million in regulatory assets under management and employs 8 people.
Elevation Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Paul Kirchner | Chief Compliance Officer | Under 5% | 2022 |
| Barry Nathan Mendelson Control | Managing Member/Principal | Over 75% | 2014 |
Frequently asked questions
How much does Elevation Wealth Partners, LLC manage?
Elevation Wealth Partners, LLC reports $670.7 million in regulatory assets under management on its Form ADV.
How many employees does Elevation Wealth Partners, LLC have?
Elevation Wealth Partners, LLC reports 8 employees.
Where is Elevation Wealth Partners, LLC located?
Elevation Wealth Partners, LLC is based in Walnut Creek, CA and has been SEC-registered since 2015.
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
| Address | 2121 North California Blvd, Suite 290, Walnut Creek, CA 94596 |
| Phone | 925-962-5600 |
| Office hours | 9-5 By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$670.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$670.7Mregulatory AUM
Discretionary $668.8MNon-discretionary $1.9M