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ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO · CRD 137068 · IAPD ↗ · 303-382-2880

$8.29BRegulatory AUM
54Advisory reps
91Employees
0Clients
1-10Planning clients
0Private funds
48States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
September 2026 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2026 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
July 2026 — ELEVATION POINT WEALTH PARTNERS, LLC grew from 38 to 54 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
May 2026 — ELEVATION POINT WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
May 2026 — ELEVATION POINT WEALTH PARTNERS, LLC reported RAUM up 32% ($6.30B -> $8.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — ELEVATION POINT WEALTH PARTNERS, LLC notice-filed in AK, AR, DE, KS, KY, ME, MO, MS, MT, NM, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — ELEVATION POINT WEALTH PARTNERS, LLC now reports custody of client assets ($493.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2026 — ELEVATION POINT WEALTH PARTNERS, LLC reported RAUM up 159% ($2.43B -> $6.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — ELEVATION POINT WEALTH PARTNERS, LLC grew from 20 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
March 2026 — ELEVATION POINT WEALTH PARTNERS, LLC changed its website from superiorwealth.net to besterwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2026 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2026 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
December 2025 — ELEVATION POINT WEALTH PARTNERS, LLC changed its website from familyofficepartners.com to superiorwealth.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
August 2025 — ELEVATION POINT WEALTH PARTNERS, LLC changed its website from elevationpoint.com to familyofficepartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
August 2025 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — ELEVATION POINT WEALTH PARTNERS, LLC notice-filed in ID, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ELEVATION POINT WEALTH PARTNERS, LLC added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
January 2025 — MOUNT YALE INVESTMENT ADVISORS, LLC is now doing business as ELEVATION POINT WEALTH PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
December 2024 — MOUNT YALE INVESTMENT ADVISORS, LLC changed its website from besterwealth.com to elevationpoint.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
September 2024 — MOUNT YALE INVESTMENT ADVISORS, LLC notice-filed in AL, IN, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — MOUNT YALE INVESTMENT ADVISORS, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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