Las Vegas, NV 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
10799 W. Twain Avenue, Suite 150
Las Vegas NV 89135
Advisors at this office
4
Advisors at this office
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