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Elevation Point Wealth Partners, LLC CRD 137068
$8.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | Houston | TX | 09/2015 | 11/2016 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 11/2016 | 06/2017 |
| Stephens Inc. | Little Rock | AR | 06/2017 | 12/2018 |
| Self-Employed | Little Rock | AR | 12/2018 | 02/2019 |
| Sowell Management Services | North Little Rock | AR | 02/2019 | 05/2019 |
| Next Financial Group | Houston | TX | 05/2019 | 08/2021 |
| Sanctuary Wealth | San Antonio | TX | 08/2021 | 04/2023 |
| Wedbush Securities | Los Angeles | CA | 04/2023 | 08/2023 |
| Conocrde Investment Services | Livonia | MI | 09/2023 | 01/2024 |
| Concorde Investment Services, Llc | Livonia | MI | 01/2024 | 04/2024 |
| Elevation Point Wealth Partners Llc | Denver | CO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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