Inactive

Barry Nathan Mendelson

Elevation Wealth Partners, LLC

Walnut Creek, CA

CRD 2531235

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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:

Current Employers

Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-04-07
CA	RA	APPROVED	2014-07-15

TX RA
APPROVED

Since 2020-04-07
CA RA
APPROVED

Since 2014-07-15

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • 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

Organization	City	State	From	To
Zrc Wealth Management	Santa Rosa	CA	07/2014	Present

07/2014 → Present

Zrc Wealth Management

Santa Rosa, CA

Previous Registrations

2011-09-22 → 2015-11-30

Just Plans, Etc

Flagstaff, AZ
2011-11-29 → 2015-04-30

Elevation Wealth Management

Walnut Creek, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-04-02

S63 Uniform Securities Agent State Law Examination

1997-04-02

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

BURTON ENRIGHT WELCH

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES

KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA

BURTON ENRIGHT WELCH · WALNUT CREEK, CA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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