ELEVATION POINT WEALTH PARTNERS, LLC
CRD #137068 SEC #801-65068 DENVER, CO 303-382-2880
SEC Registered
Total AUM
$2.4B
Discretionary
$1.6B
Employees
61
Clients
0
Accounts
8,324
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Oct 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Oct 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Oct 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Oct 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Sep 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Jul 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Jul 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Jul 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Jun 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Apr 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Mar 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Mar 2025 | $2.4B | $1.6B | $851.4M | 61 | 0 |
| Dec 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Nov 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Nov 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Oct 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Oct 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Aug 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Mar 2024 | $2.2B | $885.5M | $1.3B | 35 | 0 |
| Sep 2023 | $1.9B | $703.6M | $1.2B | 39 | 0 |
| Sep 2023 | $1.9B | $703.6M | $1.2B | 39 | 0 |
| Apr 2023 | $1.9B | $703.6M | $1.2B | 39 | 0 |
| Mar 2023 | $1.9B | $703.6M | $1.2B | 39 | 0 |
| Dec 2022 | $2B | $828.2M | $1.2B | 33 | 0 |
| Sep 2022 | $2B | $828.2M | $1.2B | 33 | 0 |
| Mar 2022 | $2B | $828.2M | $1.2B | 33 | 0 |
| Apr 2021 | $1.6B | $485.7M | $1.1B | 30 | 0 |
| Mar 2021 | $1.5B | $188M | $1.3B | 30 | 0 |
| Sep 2020 | $1.5B | $188M | $1.3B | 30 | 0 |
| Jun 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Jun 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Jun 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Apr 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Apr 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Mar 2020 | $1.5B | $188M | $1.3B | 31 | 0 |
| Aug 2019 | $1.3B | $434.9M | $852.2M | 24 | 0 |
| May 2019 | $1.3B | $434.9M | $852.2M | 23 | 0 |
| May 2019 | $1.3B | $434.9M | $852.2M | 24 | 0 |
| Mar 2019 | $1.3B | $434.9M | $852.2M | 24 | 0 |
| Jun 2018 | $1.3B | $440.9M | $897.1M | 24 | 0 |
| May 2018 | $1.3B | $440.9M | $897.1M | 24 | 0 |
| Mar 2018 | $1.3B | $440.9M | $897.1M | 24 | 0 |
| Jan 2018 | $1.3B | $276.5M | $1B | 24 | 800 |
| Mar 2017 | $1.3B | $276.5M | $1B | 24 | 800 |
| Oct 2016 | $1.1B | $71M | $980.2M | 23 | 700 |
| Aug 2016 | $1.1B | $71M | $980.2M | 23 | 700 |
| Mar 2016 | $1.1B | $71M | $980.2M | 23 | 700 |
| Mar 2015 | $1.2B | $1.6M | $1.2B | 26 | 700 |
| Feb 2015 | $862.7M | $1.6M | $861.2M | 25 | 700 |
| Apr 2014 | $862.7M | $1.6M | $861.2M | 25 | 700 |
| Mar 2013 | $771.3M | $1.4M | $769.8M | 24 | 700 |
| Mar 2012 | $780.4M | $1.3M | $779.1M | 11 | 700 |
| Mar 2011 | $1.4M | $0 | $1.4M | -- | -- |
| Feb 2011 | $636.3M | $636.3M | $0 | -- | -- |
| Jan 2011 | $636.3M | $636.3M | $0 | -- | -- |
| Apr 2010 | $636.3M | $636.3M | $0 | -- | -- |
| Mar 2010 | $636.3M | $636.3M | $0 | -- | -- |
| Apr 2009 | $658.4M | $0 | $658.4M | -- | -- |
| Mar 2009 | $658.4M | $0 | $658.4M | -- | -- |
| May 2007 | $38.1M | $38.1M | $0 | 5 | -- |
| Mar 2007 | $38.1M | $0 | $38.1M | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateSep 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateJul 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateJul 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateJul 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateJun 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateApr 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$1.6B
Non-Disc.$851.4M
Employees61
Clients0
DateDec 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateNov 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateNov 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateOct 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateOct 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateAug 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$885.5M
Non-Disc.$1.3B
Employees35
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$703.6M
Non-Disc.$1.2B
Employees39
Clients0
DateSep 2023
Total AUM$1.9B
Discretionary$703.6M
Non-Disc.$1.2B
Employees39
Clients0
DateApr 2023
Total AUM$1.9B
Discretionary$703.6M
Non-Disc.$1.2B
Employees39
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$703.6M
Non-Disc.$1.2B
Employees39
Clients0
DateDec 2022
Total AUM$2B
Discretionary$828.2M
Non-Disc.$1.2B
Employees33
Clients0
DateSep 2022
Total AUM$2B
Discretionary$828.2M
Non-Disc.$1.2B
Employees33
Clients0
DateMar 2022
Total AUM$2B
Discretionary$828.2M
Non-Disc.$1.2B
Employees33
Clients0
DateApr 2021
Total AUM$1.6B
Discretionary$485.7M
Non-Disc.$1.1B
Employees30
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees30
Clients0
DateSep 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees30
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateApr 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$188M
Non-Disc.$1.3B
Employees31
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$434.9M
Non-Disc.$852.2M
Employees24
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$434.9M
Non-Disc.$852.2M
Employees23
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$434.9M
Non-Disc.$852.2M
Employees24
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$434.9M
Non-Disc.$852.2M
Employees24
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$440.9M
Non-Disc.$897.1M
Employees24
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$440.9M
Non-Disc.$897.1M
Employees24
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$440.9M
Non-Disc.$897.1M
Employees24
Clients0
DateJan 2018
Total AUM$1.3B
Discretionary$276.5M
Non-Disc.$1B
Employees24
Clients800
DateMar 2017
Total AUM$1.3B
Discretionary$276.5M
Non-Disc.$1B
Employees24
Clients800
DateOct 2016
Total AUM$1.1B
Discretionary$71M
Non-Disc.$980.2M
Employees23
Clients700
DateAug 2016
Total AUM$1.1B
Discretionary$71M
Non-Disc.$980.2M
Employees23
Clients700
DateMar 2016
Total AUM$1.1B
Discretionary$71M
Non-Disc.$980.2M
Employees23
Clients700
DateMar 2015
Total AUM$1.2B
Discretionary$1.6M
Non-Disc.$1.2B
Employees26
Clients700
DateFeb 2015
Total AUM$862.7M
Discretionary$1.6M
Non-Disc.$861.2M
Employees25
Clients700
DateApr 2014
Total AUM$862.7M
Discretionary$1.6M
Non-Disc.$861.2M
Employees25
Clients700
DateMar 2013
Total AUM$771.3M
Discretionary$1.4M
Non-Disc.$769.8M
Employees24
Clients700
DateMar 2012
Total AUM$780.4M
Discretionary$1.3M
Non-Disc.$779.1M
Employees11
Clients700
DateMar 2011
Total AUM$1.4M
Discretionary$0
Non-Disc.$1.4M
Employees--
Clients--
DateFeb 2011
Total AUM$636.3M
Discretionary$636.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$636.3M
Discretionary$636.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$636.3M
Discretionary$636.3M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$636.3M
Discretionary$636.3M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$658.4M
Discretionary$0
Non-Disc.$658.4M
Employees--
Clients--
DateMar 2009
Total AUM$658.4M
Discretionary$0
Non-Disc.$658.4M
Employees--
Clients--
DateMay 2007
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$38.1M
Discretionary$0
Non-Disc.$38.1M
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--