Las Vegas, NV Office

Team
Updated today
Elevation Point Wealth Partners, LLC logo

Elevation Point Wealth Partners, LLC

Multi-team

Firm-wide stats for Elevation Point Wealth Partners, LLC

Total advisors

59

Across 20 offices

Clients per advisor

83 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

10799 W. Twain Avenue, Suite 150

Las Vegas NV 89135

Advisors at this office

4

Advisors at this office

user avatar

Sidney T

Series 66

Las Vegas, NV

Elevation Point Wealth Partners, LLC

Sidney Thompson is a financial advisor at Elevation Point Wealth Partners, LLC in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. He previously worked at UBS Financial Services for seven years and has experience in roles outside the financial sector, including positions at AG Light and Sound and Hearthstone Kitchen and Cellar. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a broad client base including individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers, alongside integrated insurance distribution and annuity servicing.

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

Sam M

Series 63, Series 65

Las Vegas, NV

Elevation Point Wealth Partners, LLC

Sam Mineo is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at UBS Financial Services, Zions Capital Advisors, Inc., and Whitehead Wealth Management, Inc. He serves on the board of directors for the UNLV Rebel Football Foundation, a nonprofit focused on raising funds and awareness for UNLV football. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities using model portfolios with 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

Russell P

Series 63, Series 65

Las Vegas, NV

Elevation Point Wealth Partners, LLC

Russell Price is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Zions Capital Advisors, Inc., and M&I Investment Management Corp. Outside of his advisory role, he is involved with the Southern Nevada YMCA and co-manages Wanda Wonder, LLC, an investment-related business he owns with his spouse. 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 using model portfolios that employ tactical asset allocation across various investment vehicles, alongside integration of insurance distribution and annuity servicing in 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

Khristopher H

CFP®, Series 66

Las Vegas, NV

Elevation Point Wealth Partners, LLC

Khristopher Hoopes is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Elevation Point Wealth Partners, LLC. He has three years of industry experience, including prior work at UBS Financial Services, Inc. His background also includes several years working in the plumbing industry and attending the University of Nevada, Reno. 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 and incorporates third-party managers, while also integrating insurance and annuity services within its advisory offerings.

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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