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ELEVATION WEALTH PARTNERS LLC

· CRD 324951 · IAPD ↗ · elevationwealthpartners.net · (561) 491-0518

$219.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — ELEVATION 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
65
March 2024 — ELEVATION WEALTH PARTNERS LLC now reports custody of client assets ($54.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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