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ELEVATION WEALTH PARTNERS, LLC
CRD 123971File 801-81152
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$670.7M
Above cohort median (national)
Discretionary AUM
$668.8M
Non-discretionary $1.9M
Clients
325
1,000 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 17, 2015
- Principal office
- 2121 NORTH CALIFORNIA BLVD, SUITE 290, WALNUT CREEK, CA, 94596
- Phone
- 925-962-5600
- Website
- https://www.elevationwp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $670.7M
- Discretionary AUM
- $668.8M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 992
- Non-discretionary accounts
- 8
- Total accounts
- 1,000
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 18 | $476K |
| High net worth individuals | 155 | $600.7M |
| Pension and profit sharing plans | 24 | $19.0M |
| Individuals (other than high net worth individuals) | 128 | $50.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2026 | Employees | 10 | 7 | decreased by3 |
| Mar 1, 2026 | Clients | 332 | 325 | decreased by7 |
| Mar 1, 2026 | AUM | $582,090,191 | $670,748,146 | increased by$88,657,955 |
| Mar 1, 2026 | Accounts | 933 | 1,000 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 249 | 332 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $284,295,181 | $582,090,191 | increased by$297,795,010 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 593 | 933 | increased by340 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 159 | 249 | increased by90 |
| Apr 1, 2022 | AUM | $240,427,038 | $284,295,181 | increased by$43,868,143 |
| Apr 1, 2022 | Accounts | 518 | 593 | increased by75 |
| Jun 1, 2021 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEVATION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEVATION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.