CRD: 324083
Elevation Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2023
- Office Locations
- 2
Office Locations
About Elevation Wealth Partners, LLC
Elevation Wealth Partners provides financial planning and ongoing wealth management for individuals and families across Oklahoma and the Dallas area. The team delivers customized portfolio allocations, retirement and savings strategies, and planning support for insurance, college funding, and estate planning through partner agencies and attorneys. Founded by Mindy Cook and Angie Hundt (25+ years combined), the firm custodies with Charles Schwab and uses Black Diamond.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MINDY ANN COOK
Investment Advisor, PARTNER
- CRD
- #4794959
- Ownership
- 50% but less than 75%
Angela Nicole Hundt
Chief Compliance Officer, PARTNER
- CRD
- #6974318
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,260,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,260,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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