Elevage Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$151,784,408
Clients
365
Advisors
5
across 4 offices
About
Elevage Partners serves individual and high-net-worth clients and provides discretionary investment supervisory services (individual portfolio management) and comprehensive financial planning; the firm reports $154.6 million in assets under management across about 365 client relationships and is supported by a five-person advisor team. It also manages held-away plan assets (for example, 401(k)s and HSAs) when appropriate and delivers written financial plans to clients as part of its planning engagements.
The firm describes a patient, custom-tailored investment approach that emphasizes long-term purchases while permitting shorter-term, opportunity-driven trades; its analysis includes economic and market analysis, fundamental security analysis, and mutual fund/ETF selection (including consideration of institutional share classes). Accounts are managed on a discretionary basis, reviewed at least quarterly, and clients receive quarterly performance reporting via a secure portal when custodial data allow.
Notable operational features include an unusually broad office footprint for a five-advisor team (seven offices) and the use of a third‑party order management system for certain held‑away accounts and a custodial arrangement with Axos Clearing LLC; several supervised persons are licensed insurance agents who may receive commission compensation for insurance sales, a disclosed potential conflict of interest that clients are informed about.
Client services
Expertise
Fee options
$0 - $999,999: 1.00% $1 million - $3 million: 0.90% $3 million - $5 million: 0.80% $5 million - $7 million: 0.70% $7 million - $9 million: 0.60% $9 million+: 0.50%
Account minimum: $50,000 Minimum fee: Minimum annual fee of $5,000.00 for investment supervisory services Fee-only: Financial Planning fees with a minimum quarterly fee of $600
Main office
See office5470 Kietzke Lane, Suite 300
Reno NV 89511
Advisors at this office
2
Offices (4)
Most active in
Arizona · California · Connecticut · Idaho · Maryland · Massachusetts · Nevada · New Jersey · New York · Ohio · Texas · Utah · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffery P
Series 63, Series 65
Reno, NV
Elevage Partners, LLC
Jeffery Powell is a financial advisor with Elevage Partners, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Elevage Partners since 2011. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, applying a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.
Mark Z
Series 63, Series 65
Longmeadow, MA
Elevage Partners, LLC
Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.
Charles C
Series 65
Marsing, ID
Elevage Partners, LLC
Charles Copeland is a Series 65-licensed financial advisor with 26 years of industry experience. He has worked at Elevage Partners, LLC since 2011 and previously operated Copeland Wealth Management from 1998 to 2011. Elevage Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a patient, customized investment approach focusing on long-term holdings complemented by opportunistic trades and manages approximately $154.6 million in assets across about 365 client relationships.
Thierry H
Series 63, Series 65
Mamaroneck, NY
Elevage Partners, LLC
Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including NatAlliance Asset Management LLC and Auriga USA Asset Management, LLC. Elevage Partners serves individual and high-net-worth clients by offering discretionary portfolio management and comprehensive financial planning. The firm emphasizes a patient, custom-tailored investment approach focused on long-term purchases while allowing for shorter-term, opportunity-driven trades.
Lori P
Series 63, Series 65
Reno, NV
Elevage Partners, LLC
Lori Powell is a financial advisor at Elevage Partners, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Nationwide Investment Services Corporation for 11 years before joining Elevage Partners in 2021. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with both long-term holdings and opportunistic short-term trades.
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