Elevation Wealth Partners, LLC
Elevation Wealth Partners, LLC is an SEC-registered wealth manager in Walnut Creek, CA with $670.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Elevation Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123971, SEC 801-81152, data through 2026-05-16.
- AUM (assets under management / regulatory AUM)
- $670.7M (2026-05-16)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 8
- Clients
- 325
- CRD
- 123971
- Ownership
- CLARKE, RICHARD, PRESTON; ZAINER, TIMOTHY, PETER; STEWART, BETSY, MARGARET; KACHIU, LINDA, LULIKO; MENDELSON, BARRY, NATHAN
How much AUM does Elevation Wealth Partners, LLC have?
Elevation Wealth Partners, LLC reported $670.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-16).
Who owns Elevation Wealth Partners, LLC?
Disclosed owners and executives of Elevation Wealth Partners, LLC include CLARKE, RICHARD, PRESTON, ZAINER, TIMOTHY, PETER, STEWART, BETSY, MARGARET, KACHIU, LINDA, LULIKO, MENDELSON, BARRY, NATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.