ELEVATION POINT WEALTH PARTNERS, LLC

CRD 137068File 801-65068

APPROVED

Retail clients

Custody

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.29B

Top 10% of cohort (national)

Discretionary AUM

$7.63B

Non-discretionary $663.1M

Clients

4,936

19,386 accounts

Employees

Top 10% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 3, 2006
Principal office: 1580 LINCOLN STREET, SUITE 680, DENVER, CO, 80203
Phone: 303-382-2880
Website: https://www.facebook.com/TrustTritonWealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.29B
Discretionary AUM: $7.63B
Non-discretionary AUM: $663.1M
Discretionary accounts: 17,597
Non-discretionary accounts: 1,789
Total accounts: 19,386
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	29	$134.8M
Insurance companies	1	$2.3M
Charitable organizations	11	$53.3M
High net worth individuals	1,599	$6.42B
Pension and profit sharing plans	16	$11.9M
Individuals (other than high net worth individuals)	3,280	$1.67B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.