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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-16 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
5775 Glenridge Drive Building C Suite 100, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta | GA | 12/2015 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-24 |
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