Elevation Wealth Partners LLC
Elevation Wealth Partners LLC is an SEC-registered wealth manager with $219.6M 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 324951, SEC 801-127588, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $219.6M (2026-04-10)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 101
- CRD
- 324951
- Ownership
- WINN, CHRISTOPHER, EDWARD; MONAHAN, ROBERT, FRANCIS; RIA VENTURES, LLC
How much AUM does Elevation Wealth Partners LLC have?
Elevation Wealth Partners LLC reported $219.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Elevation Wealth Partners LLC?
Disclosed owners and executives of Elevation Wealth Partners LLC include WINN, CHRISTOPHER, EDWARD, MONAHAN, ROBERT, FRANCIS, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.