A complete list of active advisors currently associated with Elevation Point Wealth Partners, LLC

Warmer can help you find a great advisor at Elevation Point Wealth Partners, LLC or one who fits your needs even better.

Elevation Point Wealth Partners is an SEC‑registered, multi‑team investment adviser with roughly $8.29 billion in assets under management and 53 advisors. The firm serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, corporations and other business entities through programmatic offerings such as Solicitor, Co‑Advisor, Direct Advisor and third‑party separately managed account/model access. EPWP’s investment approach is centered on model portfolios — including the Elevation Point Managed Volatility Portfolios and multiple Summit model series — that use tactical asset allocation across mutual funds, ETFs, ETNs and separately managed accounts and may include liquid alternatives and private‑market opportunities via the Alt:62/Peak Alts platform. The firm commonly delegates to or incorporates third‑party managers and models, accepts discretionary authority for portfolio management, and discloses preferred‑provider arrangements (including a target of approximately 33% of certain third‑party fixed‑income model assets to relevant GSAM strategies). What is distinctive about EPWP relative to many peers is its integration of insurance distribution activity and annuity servicing into its advisory footprint: the brochure discloses an affiliated insurance entity (Elevation Point Insurance Solutions), supervised persons who are licensed insurance agents, and advisory servicing of variable annuity assets through Pinnacle with associated commission and agency override arrangements. The firm also details multiple revenue‑sharing and referral relationships (e.g., GSAM revenue sharing, Flourish cash program, Halo structured‑note technology fee, EdgePoint/TPFG referrals) and offers held‑away account management via the Pontera platform — conflicts and incentives the firm discloses and says it addresses through policies and client disclosures.

To learn more about the advisors currently working at Elevation Point Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Elevation Point Wealth Partners, LLC's office locations.