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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ANDREW, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| MENDELSON, BARRY, NATHAN | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| CLARKE, RICHARD, PRESTON | I | MANAGING MEMBER | C | Control |
| CLARKE, RICHARD, PRESTON | I | CHIEF COMPLIANCE OFFICER | C | Control |
| KACHIU, LINDA, L | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| STEWART, BETSY, MARGARET | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| ZAINER, TIMOTHY, PETER | I | OWNER | C | Control |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| KACHIU, LINDA, LULIKO | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B | |
| STEWART, BETSY, MARGARET | I | OWNER | B |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (4)
AZ CA OR TX
Address
200 PRINGLE AVENUESUITE 400
WALNUT CREEK, CA 94596
United States
Phone: 707-524-6131