Robert Francis Monahan
Principal And Chief Compliance OfficerElevation Wealth Partners LLCCRD 1997136
About Robert Francis Monahan
Robert Francis Monahan is listed as Principal And Chief Compliance Officer at Elevation Wealth Partners LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Elevation Wealth Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Robert Francis Monahan work?
Robert Francis Monahan is listed as Principal And Chief Compliance Officer at Elevation Wealth Partners LLC on SEC Form ADV.
How much of Elevation Wealth Partners LLC does Robert Francis Monahan own?
Form ADV reports a beneficial ownership band of Over 75%.
Elevation Wealth Partners LLC
| Title | Principal And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |