ELEVATION WEALTH PARTNERS, LLC
CRD #123971 SEC #801-81152 WALNUT CREEK, CA 707-524-6131
SEC Registered
Total AUM
$582.1M
Discretionary
$580.5M
Employees
10
Clients
10
Accounts
933
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $582.1M | $580.5M | $1.5M | 10 | 0 |
| Apr 2025 | $582.1M | $580.5M | $1.5M | 11 | 0 |
| Mar 2025 | $582.1M | $580.5M | $1.5M | 11 | 0 |
| Oct 2024 | $485.1M | $483.1M | $2M | 9 | 0 |
| Jun 2024 | $485.1M | $483.1M | $2M | 9 | 0 |
| Mar 2024 | $485.1M | $483.1M | $2M | 9 | 0 |
| Dec 2023 | $428.1M | $426.3M | $1.8M | 9 | 0 |
| Mar 2023 | $270.8M | $269.3M | $1.5M | 6 | 0 |
| Mar 2022 | $284.3M | $282.9M | $1.4M | 7 | 0 |
| Aug 2021 | $240.4M | $239.3M | $1.2M | 6 | 0 |
| Jun 2021 | $240.4M | $239.3M | $1.2M | 6 | 0 |
| May 2021 | $240.4M | $239.3M | $1.2M | 6 | 0 |
| Mar 2021 | $240.4M | $239.3M | $1.2M | 5 | 0 |
| Mar 2021 | $240.4M | $239.3M | $1.2M | 5 | 0 |
| Dec 2020 | $205.8M | $204.3M | $1.5M | 6 | 0 |
| Jun 2020 | $205.8M | $204.3M | $1.5M | 5 | 0 |
| Apr 2020 | $205.8M | $204.3M | $1.5M | 5 | 0 |
| Mar 2020 | $205.8M | $204.3M | $1.5M | 5 | 0 |
| Mar 2019 | $194.9M | $193.7M | $1.2M | 5 | 0 |
| Mar 2018 | $190.4M | $189.2M | $1.2M | 5 | 0 |
| Oct 2017 | $177.3M | $176.6M | $651.2K | 4 | 327 |
| Mar 2017 | $177.3M | $177.3M | $0 | 4 | 100 |
| May 2016 | $140.1M | $139.5M | $650K | 4 | 100 |
| Feb 2016 | $140.1M | $139.5M | $650K | 4 | 100 |
| Dec 2015 | $134M | $134M | $0 | 4 | 100 |
| Aug 2015 | $134M | $134M | $0 | 4 | 100 |
| Jun 2015 | $134M | $134M | $0 | 4 | 100 |
| Mar 2015 | $123M | $123M | $0 | 4 | 100 |
| Mar 2015 | $123M | $123M | $0 | 4 | 100 |
| Mar 2015 | $123M | $123M | $0 | 4 | 100 |
| Mar 2012 | $61.6M | $61.6M | $0 | 1 | 26 |
| Jan 2012 | $61.6M | $61.6M | $0 | 1 | 26 |
| Dec 2011 | $61M | $61M | $0 | 1 | 26 |
| May 2011 | $60.8M | $60.8M | $0 | 5 | -- |
| Mar 2011 | $52.4M | $52.4M | $0 | 5 | -- |
| Jan 2007 | $55.2M | $55.2M | $0 | 5 | -- |
| Jan 2006 | $41.7M | $41.7M | $0 | 5 | -- |
| Jan 2005 | $34.8M | $34.8M | $0 | 5 | -- |
| Jan 2005 | $34.8M | $34.8M | $0 | 5 | -- |
DateApr 2025
Total AUM$582.1M
Discretionary$580.5M
Non-Disc.$1.5M
Employees10
Clients0
DateApr 2025
Total AUM$582.1M
Discretionary$580.5M
Non-Disc.$1.5M
Employees11
Clients0
DateMar 2025
Total AUM$582.1M
Discretionary$580.5M
Non-Disc.$1.5M
Employees11
Clients0
DateOct 2024
Total AUM$485.1M
Discretionary$483.1M
Non-Disc.$2M
Employees9
Clients0
DateJun 2024
Total AUM$485.1M
Discretionary$483.1M
Non-Disc.$2M
Employees9
Clients0
DateMar 2024
Total AUM$485.1M
Discretionary$483.1M
Non-Disc.$2M
Employees9
Clients0
DateDec 2023
Total AUM$428.1M
Discretionary$426.3M
Non-Disc.$1.8M
Employees9
Clients0
DateMar 2023
Total AUM$270.8M
Discretionary$269.3M
Non-Disc.$1.5M
Employees6
Clients0
DateMar 2022
Total AUM$284.3M
Discretionary$282.9M
Non-Disc.$1.4M
Employees7
Clients0
DateAug 2021
Total AUM$240.4M
Discretionary$239.3M
Non-Disc.$1.2M
Employees6
Clients0
DateJun 2021
Total AUM$240.4M
Discretionary$239.3M
Non-Disc.$1.2M
Employees6
Clients0
DateMay 2021
Total AUM$240.4M
Discretionary$239.3M
Non-Disc.$1.2M
Employees6
Clients0
DateMar 2021
Total AUM$240.4M
Discretionary$239.3M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2021
Total AUM$240.4M
Discretionary$239.3M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$205.8M
Discretionary$204.3M
Non-Disc.$1.5M
Employees6
Clients0
DateJun 2020
Total AUM$205.8M
Discretionary$204.3M
Non-Disc.$1.5M
Employees5
Clients0
DateApr 2020
Total AUM$205.8M
Discretionary$204.3M
Non-Disc.$1.5M
Employees5
Clients0
DateMar 2020
Total AUM$205.8M
Discretionary$204.3M
Non-Disc.$1.5M
Employees5
Clients0
DateMar 2019
Total AUM$194.9M
Discretionary$193.7M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2018
Total AUM$190.4M
Discretionary$189.2M
Non-Disc.$1.2M
Employees5
Clients0
DateOct 2017
Total AUM$177.3M
Discretionary$176.6M
Non-Disc.$651.2K
Employees4
Clients327
DateMar 2017
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees4
Clients100
DateMay 2016
Total AUM$140.1M
Discretionary$139.5M
Non-Disc.$650K
Employees4
Clients100
DateFeb 2016
Total AUM$140.1M
Discretionary$139.5M
Non-Disc.$650K
Employees4
Clients100
DateDec 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees4
Clients100
DateAug 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees4
Clients100
DateJun 2015
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients100
DateMar 2012
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$60.8M
Discretionary$60.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$55.2M
Discretionary$55.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$41.7M
Discretionary$41.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$34.8M
Discretionary$34.8M
Non-Disc.$0
Employees5
Clients--