Ashley Cross Blanc

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 06/2025
  Ubs Financial Services Inc.
  Lafayette, LA
• 06/2025 → Present
  Elevation Point Wealth Partners, Llc
  Lafayette, LA
• 06/2025 → Present
  Purshe Kaplan Sterling Investment
  Albany, NY

Previous Registrations

• 2012-11-26 → 2025-06-30
  Ubs Financial Services Inc.
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
• 2010-11-12 → 2012-11-20
  Morgan Stanley
  Lafayette, LA
  Lake Charles, LA

Other Businesses

1. Elevation Point Wealth Partners DBA Family office Partners. Investment Related. At Registered Location. RIA. Admin. 06/2025. 160.160. Admin duties.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-20

Other Names

• Ashley Cross Blanc
• Ashley Cross Cross Blanc