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Building 2ELEVATION WEALTH PARTNERS LLC

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Phone(561) 491-0518
NotebookSEC #801-127588
Total AUM
$219.6M
Employees
2
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(561) 491-0518
Other Offices
2

ReceiptFinancials

Total AUM
$219.6M
Accounts
269
Discretionary
$219.6M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
56
AUM
$28.2M
HNW Individual Clients
45
AUM
$184.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.4M
Charitable Organization Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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