Elevation Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charitable organizations, and employer‑sponsored plans. The firm’s Form ADV discloses approximately $219.6 million in assets under management and describes both wealth management and ERISA plan services, including investment oversight and 3(21)/3(38) roles for plan sponsors.
The firm describes a primarily long‑term, diversified investment approach that leans on low‑cost mutual funds and ETFs while also using individual stocks, bonds and alternative investments where appropriate, informed by fundamental and behavioral analysis. Elevation Wealth states it will rebalance, harvest gains or losses, and may implement cash positions or other adjustments for tax, risk‑management or portfolio construction reasons, with regular monitoring and client reviews.
A feature the brochure highlights as material is the firm’s potential use of derivatives in client accounts and an explicit discussion of derivative‑specific risks (hedging vs. speculative uses, counterparty and contract risks), which the firm notes and discloses in its risk section. The brochure also discloses that a principal maintains broker‑dealer and insurance licenses and may implement commissionable or insurance transactions separately from advisory services, a practice the firm identifies as a conflict of interest and describes how it is mitigated.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.60% $25,000,001+: 0.40%
Account minimum: $1,000,000
Main office
See officeWest Palm Beach FL
Advisors at this office
2
Offices (2)
Most active in
Florida · New York · Texas
Also doing business as
Elevation Wealth Advisory LLC · Elevation Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Kerri C
Series 63, Series 65, Series 66
Greenlawn, NY
Elevation Wealth Partners LLC
Kerri Chiodo is a financial advisor at Elevation Wealth Partners LLC with 16 years of industry experience. She has held Series 63, 65, and 66 designations and previously worked at Merrill from 2017 to 2023 and Backflow Corp of NY from 2003 to 2017. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm manages approximately $219.6 million in assets and employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs along with individual stocks, bonds, and alternative investments.
Robert M
CFP®, Series 63, Series 65
West Palm Beach, FL
Elevation Wealth Partners LLC
Robert Monahan is a CFP® with 36 years of industry experience. He is currently with Elevation Wealth Partners LLC and has previously worked at Bank of America and Merrill. Monahan holds Series 63 and Series 65 licenses. Elevation Wealth Partners LLC provides discretionary investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term, diversified investment approach utilizing mutual funds, ETFs, individual securities, and alternatives, with ongoing portfolio monitoring and client reviews.
Jack M
Series 65
West Palm Beach, FL
Elevation Wealth Partners LLC
Jack Monahan is a financial advisor at Elevation Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Elevation Wealth Partners, he worked at Empire Merchants and Clare Rose. Elevation Wealth Partners provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and employer-sponsored plans. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with additional use of individual stocks, bonds, and alternative investments as appropriate.
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