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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2025-07-07 |
| NY | RA | APPROVED | 2025-07-02 |
| CO | RA | APPROVED | 2025-06-30 |
| LA | RA | APPROVED | 2025-06-30 |
| CA | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Lafayette | LA | 04/2004 | 06/2025 |
| Elevation Point Wealth Partners, Llc | Lafayette | LA | 06/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2025 | Present |
1. Elevation Point Wealth Partners d/b/a Family Office Partners. Investment Related. At Reported Location. RIA. IAR. 6/2025. 160 Hrs/Mo; All During Trading Hours. Financial Advisor. 2. Fixed Insurance. Investment Related. At Reported Location. Fixed Insurance. Agent. 6/2025. 1 Hr/Mo; All During Trading Hours. Provide Insurance Advice Based on Client Needs. 3. AMG Hospitals, Inc. Not Investment Related. At Reported Location. Rehabilitation Hospitals. Board Member. 4/2012. 2 Hrs/Mo; 1 During Trading Hours. Board Member. 4. MTYK Properties LA LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 6/2017. 2 Hrs/Mo; 0 During Trading Hours. Holding Company for Real Estate. 5. Acadiana Management Group. Not Investment Related. At Reported Location. Acute Care Services. Board Member. 2/2018. 2 Hrs/Mo; 0 During Trading Hours. Attend Quarterly Board Meeting and Offsite Event. 6. ACG Louisiana. Not Investment Related. At Reported Location. Corporate Growth. Board Member. 5/2021. 3 Hrs/Mo; All During Trading Hours. Talk about Upcoming events the Group Hosts. 7. Family Office Partners, SPV LLC. Investment Related. At Reported Location. Holding Company. Member. 1 Hr/Mo; 0 During Trading Hours. 6/2025. Membership Interests Owned. 8. FOP Consulting, LLC. Investment Related. At Reported Location. Pass-Through Entity. Owner. 6/2025. 0 Hrs/Mo; During Trading Hours. LLC that Receives Income from Advisory Business. 9. FOP Capital, LLC. Not Investment Related. At Reported Location. Disregarded Entity. Owner. 6/2025. 0 Hrs/Mo;During Trading Hours. Secured for Name Only. 10. MTYK Rentals, LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 1 Hr/Mo; 0 During Trading Hours. 8/2020. Holding Company for a Boat.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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