This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ELEVATION POINT WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 19, 2003

First registration

Jul 23, 2003

Dual registered

yes, broker-dealer

IAPD individual key

4682790

• Occurred

  Jul 9, 2026
  Advisor changed firm

  Andrew Clifton Keller left Inscription Capital, Llc for Elevation Point Wealth Partners, Llc (registered 2026-06-29)

  Form ADVobserved 5 days ago
• Occurred

  Sep 14, 2023
  Advisor changed firm

  Andrew Clifton Keller left Intrua Financial for Inscription Capital, Llc (registered 2023-09-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:22a35f70-0645-4a30-61ab-3fb11fc434db

First observed

Jul 23, 2003

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.