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Taylor Brandon Marsh

Elevation Point Wealth Partners, LLC

Tequesta, FL

CRD 6187056

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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:

Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-25
TX RA APPROVED 2025-09-19
  • FL RA
    APPROVED
    Since 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

307 Tequesta Drive, Tequesta, FL 33469 • 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
OrganizationCityStateFromTo
Taylor Marsh, Llc Palm City FL 01/2016 07/2018
Ubs Financial Services Inc. West Palm Beach FL 07/2018 12/2018
Elevation Point Wealth Partners, Llc Tequesta FL 09/2025 Present
Ubs Financial Services, Inc. West Palm Beach FL 09/2024 09/2025
Ubs Financial Services, Inc. West Palm Beach FL 12/2018 09/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2018-11-19

View on SEC IAPD

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