1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ELEVATION WEALTH PARTNERS, LLC

Map pinWALNUT CREEK, CA
Phone925-962-5600
NotebookSEC #801-81152
Total AUM
$670.7M
Employees
8
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 NORTH CALIFORNIA BLVD
SUITE 290
WALNUT CREEK
CA 94596
United States
Operating Hours
9-5 BY APPOINTMENT
Monday - Friday
Phone
925-962-5600
Other Offices
2

ReceiptFinancials

Total AUM
$670.7M
Accounts
1,000
Discretionary
$668.8M
Accounts
992
Non-Discretionary
$1.9M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
128
AUM
$50.5M
HNW Individual Clients
155
AUM
$600.7M
Pension/Profit Sharing Plan Clients
24
AUM
$19M
Charitable Organization Clients
18
AUM
$475.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANYORTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account