Thomas Cullen

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

• 05/2011 → 09/2025
  Ubs Financial Services Inc
  Palm Beach, FL
• 09/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2025 → Present
  Elevation Point Wealth Partners, Llc Dba Loxahatchee Capital
  Tequesta, FL

Previous Registrations

• 2011-05-24 → 2025-10-01
  Ubs Financial Services Inc.
  West Palm Beach, FL
• 2007-11-19 → 2011-05-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL
  Jupiter, FL

Other Businesses

1.) Elevation Point Wealth Partners, LLC DBA Loxahatchee Capital. Investment Related. At Registered Location. RIA. IAR. 9/2025. 40. 40. Partner, Investment Committee member, senior portfolio manager. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 9/2025. 1. 1. Provide insurance advice based on the needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  2007-11-15

Other Names

• Thomas J Cullen