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Stephanie Ann Feaser

Elevation Point Wealth Partners, LLC

Denver, CO

Alpharetta, GA

CRD 4602453

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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:

Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-12
  • GA RA
    APPROVED
    Since 2026-01-12

Branch Locations

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

6230 Avalon Boulevard, Alpharetta, GA 30009 • 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
Ubs Financial Services Inc Atlanta GA 12/2008 01/2026
Elevation Point Wealth Partners, Llc Alpharetta GA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-18
  • S66 Uniform Combined State Law Examination
    2005-01-18
Other Names
  • Stephanie Feaser

View on SEC IAPD

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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