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Building 2ELEVATION POINT WEALTH PARTNERS, LLC

Map pinDENVER, CO
Phone303-382-2880
NotebookSEC #801-65068
Total AUM
$8.3B
Employees
91
Clients
4,936

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1580 LINCOLN STREET
SUITE 680
DENVER
CO 80203
United States
Operating Hours
7:30-5:00PM
Monday - Friday
Phone
303-382-2880
Other Offices
11

ReceiptFinancials

Total AUM
$8.3B
Accounts
19,386
Discretionary
$7.6B
Accounts
17,597
Non-Discretionary
$663.1M
Accounts
1,789

ContactClients

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Individual Clients
3,280
AUM
$1.7B
HNW Individual Clients
1,599
AUM
$6.4B
Pension/Profit Sharing Plan Clients
16
AUM
$11.9M
Charitable Organization Clients
11
AUM
$53.3M
Insurance Company Clients
1
AUM
$2.3M
Corporation or Business Clients
29
AUM
$134.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHORPARISCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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