Elevation Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Wealth Partners, LLC provides discretionary portfolio management and financial planning to a range of clients, including individual investors, trusts, retirement plans, corporations, and other entities. The firm also offers 529 plan management limited to options through Capital Group (American Funds) and standalone or integrated planning engagements billed hourly or as fixed fees.
The firm generally manages accounts on a discretionary basis with written investment policies and client-imposed restrictions when requested, and conducts reviews at least semi‑annually with annual client outreach; its investment process draws on optimization, quantitative analysis, fundamental research, technical analysis, and third‑party research and software. Financial planning services cover asset allocation, retirement and cash‑flow projections, insurance planning, and estate‑planning access via an online estate planning platform.
Notable distinctions in its disclosure include that a firm manager holds an insurance license and advisory personnel may receive commission‑based compensation for insurance product sales, a revenue source the brochure identifies as creating potential conflicts of interest. The firm also describes participation in a local cross‑referral group and use of custodial/institutional programs that provide educational events and practice‑support services; with roughly $53 million in discretionary assets across 171 clients (about $312,000 per client), its client base appears weighted toward typical individual accounts rather than primarily very‑high‑net‑worth households.
Client services
Expertise
Fee options
Fixed financial planning fees typically ranging from $250 to $5,000; estate planning fees $500 to $5,000.
All Assets+: 1.25% All Assets+: 0.15% platform fee (not charged on American Funds assets)
Advisory professionals may receive commissions for sale of insurance products.
Financial planning hourly rate of $200 per hour.
Fee-only: Financial Planning Fees: $200/hour or fixed fee typically ranging from $250 to $5,000; estate planning fixed fee from $500 to $5,000.
Main office
See officeOklahoma City OK
Advisors at this office
1
Most active in
Florida · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Angela H
Series 63, Series 65
Oklahoma City, OK
Elevation Wealth Partners, LLC
Angela Hundt is a financial advisor at Elevation Wealth Partners, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Inc. and in various real estate roles. Elevation Wealth Partners provides discretionary portfolio management and financial planning services to individual investors, trusts, retirement plans, corporations, and other entities. The firm employs a multi-disciplinary investment process and offers 529 plan management alongside fee-based planning engagements.
Mindy C
Series 63, Series 65
Edmond, OK
Elevation Wealth Partners, LLC
Mindy Cook is a financial advisor at Elevation Wealth Partners, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Ameritas Investment Corp. In addition to her advisory role, Cook is an independent insurance agent. Elevation Wealth Partners provides discretionary portfolio management and financial planning to individual investors, trusts, retirement plans, and corporations. The firm employs a diverse investment approach incorporating quantitative analysis and fundamental research, and offers services that include retirement planning, insurance, and estate planning through an online platform.
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