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Stephen Lee Block

Elevation Wealth Partners, LLC

Walnut Creek, CA

CRD 4584035

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Employer firm

Elevation Wealth Partners, LLC CRD 123971

$671M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-11
  • CA RA
    APPROVED
    Since 2023-10-11

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phocas Financial Alameda CA 03/2006 01/2024
Zrc Wealth Management, Llc Santa Rosa CA 10/2023 Present
  • 03/2006 → 01/2024
    Phocas Financial
    Alameda, CA
  • 10/2023 → Present
    Zrc Wealth Management, Llc
    Santa Rosa, CA
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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