Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
2229 San Felipe Street Suite 1350, Houston, TX 77019 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 08/2007 | 01/2017 |
| Bbva Securities Inc. | Houston | TX | 05/2013 | 01/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2012 | 01/2017 |
| Bbva Wealth Solutions Inc. | Houston | TX | 02/2016 | 01/2017 |
| Suntrust Bank | Houston | TX | 01/2017 | 09/2023 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2017 | 09/2023 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 02/2017 | 09/2023 |
| Truist Bank | Houston | TX | 02/2017 | 09/2023 |
| Inscription Capital Llc | Houston | TX | 09/2023 | Present |
| Elevation Point Wealth Partners, Llc | Houston | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-17 |
Reach out to this advisor