CRD: 137068
Elevation Point Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments · Pershing · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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