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Elevation Wealth Partners LLC

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Client assets under management

$213,054,701

Clients

101

45% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

51

Typical

Average account size

$2,109,452

About

The firm provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and charitable organizations. It also supports ERISA retirement plans in advisory or fiduciary capacities and offers enrollment, vendor analysis, IPS design, and ongoing investment oversight.

Investment strategies are primarily long-term and built around diversified allocations using low-cost mutual funds and ETFs, with the ability to utilize individual equities, bonds, alternative investments, and cash positions as portfolio tools. The firm also discloses using derivatives within separately managed accounts — a practice that the brochure describes can be used for hedging or other objectives and is uncommon among comparable supported firms.

Noteworthy features compared with peers include managing a substantial amount of discretionary assets with a small advisory team and a client base of roughly 100 accounts, and maintaining an institutional custodial relationship that provides the firm with technology and operational benefits. The firm’s personnel also maintain outside registrations and insurance licenses and may effect commissionable or insurance transactions in a separate capacity, which the brochure identifies as a potential conflict of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$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%

Commissions

Advisor does not receive commissions; however, Principal is a Registered Representative who may receive separate commissions for securities transactions and insurance products.

Other

Account minimum: $1,000,000

Main office location

Elevation Wealth Partners LLC

West Palm Beach FL, United States

Number of offices

3

Most active in

More info

Florida · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (561) 491-0518

Advisors at this firm

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user avatar

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 15 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her advisory career, she was employed at Backflow Corp of NY for 14 years. Elevation Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, trusts, businesses, and retirement plans. The firm emphasizes tailored, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments, combining fundamental and behavioral analysis with ongoing client contact.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert M

CFP®, Series 63, Series 65

West Palm Beach, FL

Elevation Wealth Partners LLC

Robert Monahan is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Elevation Wealth Partners LLC in West Palm Beach, FL. His prior roles include positions at Bank of America and Merrill Lynch. He is also dually registered as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Elevation Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a tailored, long-term investment approach using low-cost mutual funds and ETFs, supplemented as needed with individual securities and alternative investments, combining fundamental and behavioral analysis with ongoing client contact and discretionary supervision.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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