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ELEVATION WEALTH PARTNERS, LLC

WALNUT CREEK, CA · CRD 123971 · IAPD ↗ · elevationwp.com · 925-962-5600

$670.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — ELEVATION WEALTH PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2026 — ELEVATION WEALTH PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — ELEVATION WEALTH PARTNERS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
May 2025 — ELEVATION WEALTH PARTNERS, LLC moved its main office from SANTA ROSA, CA to WALNUT CREEK, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — ELEVATION WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($485.1M -> $582.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
November 2024 — ELEVATION WEALTH PARTNERS, LLC changed its website from zrcwm.com to elevationwp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
November 2024 — ZRC WEALTH MANAGEMENT, LLC is now doing business as ELEVATION WEALTH PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2024 — ZRC WEALTH MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.