CRD: 324083
Elevation Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 173 clients, or 86.5 clients per representative. That equates to $307.9K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on July 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
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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
SMA allocation detail is available
Elevation Wealth Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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