This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalAtlas legacy +more
- Established Date
- 01-11-2000
- Office Locations
- 2
Office Locations
About Elevation Wealth Partners, LLC
Elevation Wealth Partners is a fee-only fiduciary advisory firm providing comprehensive wealth management, financial planning, and personalized investment management for individuals, families, and business owners. They build goal- and values-based strategies designed for lifetime and multi-generational planning, with portfolios often implemented using ETFs and public funds. Custody is through Charles Schwab, with Envestnet/Tamarac tools and Zoom for remote collaboration.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BARRY NATHAN MENDELSON
Managing Member, PRINCIPAL, Wealth Advisor
- CRD
- #2531235
- Ownership
- 75% or more
ANDREW PAUL KIRCHNER
Chief Compliance Officer, Portfolio Manager
- CRD
- #6298081
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
STEPHEN LEE BLOCK
Wealth Advisor
- CRD
- #4584035
DEVIN WRAY HANSON
Wealth Advisor & Financial Planner
- CRD
- #6453004
Frontier north
Peak pathway focus
- CRD
- #98493
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,842,864 | $674,237 |
| Non-Discretionary | $1,905,282 | $238,160 |
| Total | $670,748,146 | $670,748 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $670,748,146
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,789,531,773 | 22.7% |
| Equity - Exchange | $1,970,849,970 | 25.0% |
| Cash | $1,489,962,577 | 18.9% |
| Municipal Bonds | $1,056,375,584 | 13.4% |
| Corporate - Investment Grade | $733,156,189 | 9.3% |
| U.S. Government/Agency | $843,523,786 | 10.7% |
| Total | $7,883,399,879 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR UNISON | FOUNDATION OAK | V9XBDG1FY | RVFF | 10.09% | $15,833,302 |
| NORTH QUANTUM | FOCUS VECTOR | 0XUZ1Y381 | TEKR | 9.87% | $86,813,967 |
| PIONEER EMBER RADIAL | PEAK NORTH | 1CSP5W1NE | HODSO | 5.82% | $26,800,253 |
| VERTEX CAPITAL ALPHA | ELEMENT BEACON | YO5O7644F | UTIKK | 12.15% | $91,836,224 |
| HARBOR FUSION | FRONTIER PATHWAY | FDR0NMNNE | KFDDE | 4.31% | $104,497,271 |
| CREST BRIDGE LEGACY | PEAK FOCUS | MO0XHL7S3 | XPNC | 1.55% | $28,975,965 |
| LEGACY MOMENTUM | FOUNDATION VITAL | UT467Y25I | UQUL | 8.32% | $69,670,788 |
| BRIDGE OAK FUSION | PATHWAY QUANTUM | D6UCYUVOH | MHOQU | 5.57% | $18,456,591 |