Elevation Point Wealth Partners, Llc, CO — Investment Adviser | BuildTrust

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ELEVATION POINT WEALTH PARTNERS, LLC

Investment AdviceDENVER, CO

Assets Under Management

$2.4B

Total AUM

Donut chart: Discretionary 1.6B, Non-Discretionary 851.4M
Category	Value
Discretionary	1.6B
Non-Discretionary	851.4M

Adviser Information

Field	Value
CRD Number	137068
SEC Number	801-65068
Street Address	1580 LINCOLN STREET
Street Address 2	SUITE 680
Location	DENVER, CO 80203
Country	United States
Phone	303-382-2880
Fax	303-382-2888
Total Employees	61

Client Count by Type (1,677 Total)

Horizontal bar chart: High Net Worth Individual… 857, Individuals (other than H… 778, Corporations/Businesses 22, Charitable Organizations 10, Pension/Profit Sharing Pl… 9, Insurance Companies 1
Category	Value
High Net Worth Individual…	857
Individuals (other than H…	778
Corporations/Businesses	22
Charitable Organizations	10
Pension/Profit Sharing Pl…	9
Insurance Companies	1