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Maximillian S

Series 63, Series 65

Atlanta, GA

Elevation Point Wealth Partners, LLC

Maximillian Stewart is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hampton Bluff Capital Partners and Florida Financial Advisors, where he also engaged in fixed insurance sales. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets and serving individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm utilizes tactical asset allocation in model portfolios and integrates insurance distribution and annuity servicing within its advisory services.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
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David Krunch K

Series 63, Series 66

Atlanta, GA

Elevation Point Wealth Partners, LLC

David Krunch Kloberdanz is a financial advisor at Elevation Point Wealth Partners, LLC in Atlanta, GA, with 25 years of industry experience. He previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as treasurer and fundraiser on the board of the Bill Rompf Junior Tennis Foundation, which awards scholarships to junior tennis players in financial need. Elevation Point Wealth Partners is a multi-team investment adviser with over $8 billion in assets under management, serving individuals, retirement plans, trusts, and business entities. The firm’s investment approach centers on model portfolios utilizing tactical asset allocation across a range of investment vehicles and integrates insurance distribution and annuity servicing within its advisory services.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
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Michael R

Series 66

Atlanta, GA

Elevation Point Wealth Partners, LLC

Michael Runager is a financial advisor at Elevation Point Wealth Partners, LLC with 18 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining Elevation Point Wealth Partners in 2026. In addition to his advisory role, he owns and manages two transportation-related sole proprietorships, Southway Solutions and Final Mile Solutions. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing over $8 billion in assets, serving individuals, retirement plans, trusts, and businesses. The firm emphasizes model portfolios with tactical asset allocation and incorporates third-party managers, while integrating insurance distribution and annuity servicing within its advisory services.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
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