Lafayette, LA 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
2000 Kaliste Saloom Road, Suite 100
Lafayette LA 70508
Advisors at this office
4
Advisors at this office
Ashley B
Series 66
Lafayette, LA
Elevation Point Wealth Partners, LLC
Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Elevation Point Wealth Partners and Purshe Kaplan Sterling Investment in 2025. 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 using model portfolios with tactical asset allocation, incorporating third-party managers and private market opportunities.
Michael B
Series 66
Lafayette, LA
Elevation Point Wealth Partners, LLC
Michael Bohn is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 25 years at UBS Financial Services. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and business entities, and employs a model portfolio approach with tactical asset allocation across various investment vehicles.
Linda M
CFP®, Series 63, Series 65
Lafayette, LA
Elevation Point Wealth Partners, LLC
Linda Malin is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Elevation Point Wealth Partners, LLC since 2025. She previously worked for UBS Financial Services for 21 years. Outside of her advisory role, she is a board member of the Louisiana Chapter of the International Women's Forum, where she is involved in developing activities to foster women's leadership. 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 business entities through model portfolio strategies that incorporate tactical asset allocation across various investment vehicles and third-party managers.
Patricia B
Series 66
Lafayette, LA
Elevation Point Wealth Partners, LLC
Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through programmatic offerings, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.
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