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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 |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
312 Minnesota Ave N Suite 2004, Aitkin, MN 56431 • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2012 | 01/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2012 | 01/2023 |
| Triton Wealth | Aitkin | MN | 10/2022 | 09/2025 |
| Elevation Point Wealth Partners, Llc | Aitkin | MN | 04/2025 | Present |
1. MICHAEL RYAN, INDEPENDENT INSURANCE AGENT, 312 MINNESOTA AVE N STE 2004, AITKIN, MN, 6/2004 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 80/YR - 1/TRADING. 2. TRITON HOLDINGS, LLC, 312 MINNESOTA AVE N STE 2004, AITKIN, MN, PRINCIPAL, 05/14/21, NIR, 1 HR/MO- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-13 |
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