Edmond, OK Office

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.