Samara Hanson Velloo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 07/2025
  Global Retirement Partners
  San Rafael, CA
• 07/2014 → 09/2019
  Blasingame Family
  Novato, CA
• 07/2012 → 11/2019
  Sonoma State University
  Rohnert Park, CA
• 05/2024 → 07/2025
  Lpl Financial Llc
  San Rafael, CA
• 10/2024 → 07/2025
  Global Retirement Partners, Llc
  San Rafael, CA
• 07/2025 → Present
  Morgan Stanley
  Santa Rosa, CA

Previous Registrations

• 2025-07-24 → 2026-03-24
  Morgan Stanley
  Santa Rosa, CA
• 2024-10-21 → 2025-07-30
  Global Retirement Partners Llc
  San Rafael, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-27

Other Names

• Sumara Velloo