CRD: 137068
Elevation Point Wealth Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2005
- Office Locations
- 16
Office Locations
About Elevation Point Wealth Partners, LLC
Elevation Point Wealth Partners is a growth partner for wirehouse and independent advisor teams launching or scaling independent RIAs. The firm provides operational support, technology, and industry connections while advisors retain control, and can take minority stakes funded by sophisticated family offices. Investment implementation is ETF-centric with additional use of public funds and municipal bonds, with custody relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 17, 2025 and June 29, 2026, reported AUM increased 240.5%, from $2.4B to $8.3B.
Across 5 reported observations, AUM increased 313.2% between December 16, 2022 and June 29, 2026, from $2.0B to $8.3B.
Of the latest reported AUM, 92.0% is discretionary and 8.0% is non-discretionary.
The firm reports 54 advisory representatives and 4,936 clients, or 91.4 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 16 reported office locations and 21 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Elevation Point Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES R DICKSON
Chief Executive Officer
- CRD
- #2978084
- Ownership
- Less than 5%
CAITLIN ELIZABETH DOUGLAS
Advisor, CHIEF OPERATING OFFICER
- CRD
- #5204501
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Malick Abid
--
- CRD
- #7688973
CODIE JEAN ALLEN
--
- CRD
- #5257139
Showing 2 of 55 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,627,398,597 | $433,449 |
| Non-Discretionary | $663,103,771 | $370,656 |
| Total | $8,290,502,368 | $427,654 |
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Separately Managed Accounts
SMA allocation detail is available
Elevation Point Wealth Partners, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Elevation Point Wealth Partners, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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