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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2021
- Office Locations
- 3
Office Locations
About Elevation Wealth Management
Elevation Wealth Management is an independent, full-service financial planning and investment management firm in Eden Prairie, MN serving individuals and families, with a focus on retirement and income distribution planning plus estate planning and portfolio management. The team follows a fiduciary standard and emphasizes ongoing reviews, diversified portfolios, and client access via digital planning tools. Founder Darin Beckering (CFP®, MBA) previously ranked a top consultant at Charles Schwab and TD Ameritrade; investment advice is delivered through Belpointe Asset Management.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DARIN JAY BECKERING
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4666158
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DEREK DANIEL BEININGEN
Partner
- CRD
- #4842217
WALID JACK ELKHOURY
Senior Wealth Advisor
- CRD
- #6560002
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,218,573 | $372,440 |
| Non-Discretionary | $0 | -- |
| Total | $259,218,573 | $372,440 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | 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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