CRD: 324951
Elevation Wealth Partners LLC
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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Quantum summit
- Established Date
- 04-04-2023
- Office Locations
- 2
Office Locations
About Elevation Wealth Partners LLC
Elevation Wealth Partners is an independent, conflict-free wealth management firm providing financial and investment planning, including tax, estate, retirement, insurance and charitable strategies. The firm emphasizes strategic asset allocation and risk management, with portfolios heavily using ETFs and public funds, and also allocating to government bonds and private funds. Based in West Palm Beach with a NY office; custody includes Schwab.
Team overview
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Custodian
Investment Themes
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Owner & Executives
ROBERT FRANCIS MONAHAN
Chief Compliance Officer, PRINCIPAL
- CRD
- #1997136
- Ownership
- 75% or more
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Kerri Christensen Chiodo
Chief Operating Officer
- CRD
- #2103578
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,611,231 | $816,399 |
| Non-Discretionary | $0 | -- |
| Total | $219,611,231 | $816,399 |
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Separately Managed Accounts
Total SMA Asset: $219,611,231
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $338,799,283 | 23.7% |
| Public Funds | $121,510,291 | 8.5% |
| Other | $417,423,590 | 29.2% |
| U.S. Government/Agency | $104,355,897 | 7.3% |
| Cash | $344,517,415 | 24.1% |
| Derivatives | $102,926,365 | 7.2% |
| Total | $1,429,532,841 | 100.0% |