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Denver, CO Office

Team
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Elevation Point Wealth Partners, LLC logo

Elevation Point Wealth Partners, LLC

Multi-team

Firm-wide stats for Elevation Point Wealth Partners, LLC

Total advisors

56

Across 19 offices

Clients per advisor

87 High

Avg AUM per client

$1,657,749 High

HNW client ratio

33% High

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

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

Based on Elevation Point Wealth Partners, LLC

Occupation focus

Founder/Business Owner Executive Retired Financial Professional

Based on Elevation Point Wealth Partners, LLC

Location

1580 Lincoln Street, Suite 680

Denver CO 80203

Advisors at this office

5

Advisors at this office

user avatar

Michael K

Series 66

Denver, CO

Elevation Point Wealth Partners, LLC

Michael Klever is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Elevation Point Wealth Partners since 2008. His prior experience includes roles at Princeton Fund Advisors, LLC, Northern Lights Distributors, LLC, and Innovation Partners LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporations, utilizing model portfolios and tactical asset allocation strategies that incorporate mutual funds, ETFs, liquid alternatives, and private-market opportunities.

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
user avatar

Travis F

CFP®, Series 66

Denver, CO

Elevation Point Wealth Partners, LLC

Travis Frayard is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. Prior to joining Elevation Point, he spent 13 years at UBS Financial Services. Outside of his advisory role, he serves on the boards of two nonprofit organizations: 232-Help, a community outreach group, and the Acadiana Symphony Orchestra & Conservatory of Music. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets for a diverse client base, including high-net-worth individuals, retirement plans, and corporations. The firm employs a model portfolio approach with tactical asset allocation 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
user avatar

Shawna P

Series 66

Denver, CO

Elevation Point Wealth Partners, LLC

Shawna Prejean is a financial advisor at Elevation Point Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 25 years. Prejean is the owner and managing member of PAYZZ Capital LLC and serves as a board member for Family Office Partners, LLC. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with approximately $8.29 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios and tactical asset allocation, 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
user avatar

Christopher S

CFA®

Denver, CO

Elevation Point Wealth Partners, LLC

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has been affiliated with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets with 53 advisors. The firm serves individuals, retirement plans, trusts, estates, corporations, and business entities through programmatic offerings and employs a model portfolio approach that includes tactical asset allocation across various investment vehicles, integrating third-party managers and insurance distribution activities.

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
user avatar

Benjamin D

Series 63, Series 65

Denver, CO

Elevation Point Wealth Partners, LLC

Benjamin Domingue is a financial advisor at Elevation Point Wealth Partners, LLC with 26 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining Elevation Point Wealth Partners in 2025. Domingue serves on the boards of multiple healthcare and corporate organizations, including AMG Hospitals, Inc. and Acadiana Management Group. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets across 53 advisors. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers and alternatives.

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
View complete list of advisors at this office
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