Aitkin, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Elevation Point Wealth Partners, LLC
Multi-team
Firm-wide stats for Elevation Point Wealth Partners, LLC
About
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.
Based on Elevation Point Wealth Partners, LLC
Expertise
Based on Elevation Point Wealth Partners, LLC
Occupation focus
Based on Elevation Point Wealth Partners, LLC
Location
312 Minnesota Ave N, Suite 2004
Aitkin MN 56431
Advisors at this office
4
Advisors at this office
Wesley H
Series 66
Aitkin, MN
Elevation Point Wealth Partners, LLC
Wesley Hoppe is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advising, he is an independent insurance agent. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities, using model portfolios with tactical asset allocation and incorporating third-party managers and alternative investments.
Michael R
Series 63, Series 66
Aitkin, MN
Elevation Point Wealth Partners, LLC
Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triton Wealth and Cambridge Investment Research Advisors, Inc. Ryan is also an independent insurance agent and a principal at Triton Holdings, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through model portfolios and programmatic offerings that incorporate tactical asset allocation and third-party managers.
Jennifer S
Series 66
Aitkin, MN
Elevation Point Wealth Partners, LLC
Jennifer Smith is a Series 66-licensed financial advisor with 24 years of industry experience. She is currently with Elevation Point Wealth Partners, LLC and previously worked at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. In addition to her advisory role, she is an independent insurance agent representing various independent insurance companies. Elevation Point Wealth Partners is a multi-team investment adviser managing approximately $8.29 billion in assets, serving individuals, retirement plans, trusts, estates, 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.
William R
Series 65
Aitkin, MN
Elevation Point Wealth Partners, LLC
William Ryan is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elevation Point, he worked at Gartner Inc. and Starkey Hearing Technologies. In addition to his advisory role, he is an independent insurance agent specializing in life insurance, annuities, and long-term care insurance. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities using model portfolios that incorporate tactical asset allocation, third-party managers, and alternative investments, integrating insurance and annuity services within its advisory platform.
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