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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PROTECTION POINT ADVISORS

EWG ELEVATE INC., CRD 291805

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3124046d-3a93-db29-b0dc-c10f0b5b76ae

Data as of Mar 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 21
On other graphs: 0
Observed: Jul 26, 2018 to Mar 11, 2025
44 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $578MItem 5.F on the latest filing (2025-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $559M
Private client RAUM: $554MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23
Advisory employees: 13
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,620
Individual clients: 405
High net worth clients: 198
SEC number: 801-113898
CRD: 291805
Filings on the tape: 44
First filed: Jul 26, 2018
Latest filed: Mar 11, 2025
Organised: Corporation, CA
Website: protectionpointadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLARKE, MICHAEL, JUDE	VICE PRESIDENT	C	yes	07/2018	Sep 11, 2018	Mar 15, 2024
WATSON, RICHARD, LEE	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	07/2018	Jul 26, 2018	Mar 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CULVER CITY	CA	United States	6	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 11, 2025	$578M	$559M	23	13	1	n/a	n/a
2023	Mar 15, 2024	$548M	$529M	27	12	1	n/a	n/a
2022	Mar 20, 2023	$465M	$441M	27	27	2	n/a	n/a
2021	Mar 23, 2022	$472M	$453M	26	12	2	n/a	n/a
2020	Mar 2, 2021	$392M	$391M	18	9	2	n/a	n/a
2019	Feb 5, 2020	$334M	$334M	15	9	2	n/a	n/a
2018	Mar 28, 2019	$270M	$270M	13	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	13	-13	n/a	0	0	0	2	15

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$578M	$548M	5.5%	$472M	7.0%	23	27	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVIOR WEALTH MANAGEMENT, LLC	8	Dec 31, 2025	Jun 22, 2026	ROSEVILLE, CA	Firm absorbed	RIA to RIA	66.7%
AVIOR WEALTH MANAGEMENT, LLC	2	Dec 31, 2025	Feb 17, 2026	RIVERTON, UT	Team lift out	RIA to RIA	16.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Feb 13, 2019	Oct 12, 2018	ROSEVILLE, CA	Team lift out	Ibd to RIA	0.1%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	2	Dec 24, 2018	Oct 10, 2018	ROSEVILLE, CA	Team lift out	Other	0.1%

Relationships

Moved with (2)

→ AVIOR WEALTH MANAGEMENT, LLCRegistered adviser11 advisors, firm absorbed, same day
Dec 31, 2025 to Jun 22, 2026factForm ADV
← CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Feb 13, 2019 to Oct 12, 2018factForm ADV

Registered with (18)

← RICHARD LEE WATSONAdvisorregistration: previous registration
Oct 10, 2018 to Dec 31, 2025factForm ADV
← MICHAEL JUDE CLARKEAdvisorregistration: previous registration
Oct 12, 2018 to Dec 31, 2025factForm ADV
← JOHN JOSEPH HECKAdvisorregistration: previous registration
Aug 12, 2020 to Dec 31, 2025factForm ADV
← STEPHEN MICHAEL HOLMESAdvisorregistration: previous registration
Oct 10, 2018 to Dec 31, 2025factForm ADV
← MARK JON WYHLIDKOAdvisorregistration: previous registration
Feb 21, 2019 to Dec 31, 2025factForm ADV
← MICHAEL JOHN WELKERAdvisorregistration: previous registration
Sep 29, 2020 to Dec 31, 2025factForm ADV
← Cheryl C BlakeyAdvisorregistration: previous registration
Oct 11, 2023 to Dec 31, 2025factForm ADV
← MICHAEL CLARKAdvisorregistration: previous registration
Oct 26, 2020 to Dec 31, 2025factForm ADV
← Patrick SalimiAdvisorregistration: previous registration
Jul 31, 2019 to Dec 31, 2025factForm ADV
← Evan Harris FarrAdvisorregistration: previous registration
Aug 28, 2020 to Dec 31, 2025factForm ADV
← Ari SommerAdvisorregistration: previous registration
Jun 14, 2021 to Dec 31, 2025factForm ADV
← Nathan SalimiAdvisorregistration: previous registration
Mar 25, 2024 to Dec 31, 2025factForm ADV
← MONICA SCARLETT RAZULEU-MUNOZAdvisorregistration: previous registration
Oct 10, 2018 to Dec 5, 2025factForm ADV
← Eric Glenn ImleyAdvisorregistration: previous registration
Oct 10, 2018 to Jul 10, 2025factForm ADV
← DANIEL JOSEPH MIRGONAdvisorregistration: previous registration
Jan 10, 2024 to Feb 20, 2024factForm ADV
← MICHAEL GOMEZAdvisorregistration: previous registration
Dec 17, 2021 to Sep 20, 2022factForm ADV
← DERRICK BOYD SMITHAdvisorregistration: previous registration
Mar 6, 2019 to Jan 20, 2021factForm ADV
← John NordstromAdvisorregistration: previous registration
Oct 10, 2018 to Jan 4, 2019factForm ADV

Controls (2)

← WATSON, RICHARD, LEEOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 26, 2018 to Mar 15, 2024factForm ADV
← CLARKE, MICHAEL, JUDEOwnerVICE PRESIDENT, ownership code C, individual
Sep 11, 2018 to Mar 15, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Firm absorbed
Protection Point Advisors's advisors moved to Avior Wealth Management, LLC (Roseville, CA): 11 of 12 registered, on the same day
Form ADVobserved 4 days ago
11 advisors
Occurred
Dec 31, 2025
Team lift-out
2 advisors left Protection Point Advisors (Riverton, UT) for Avior Wealth Management, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Michael Jude Clarke left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-21)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Mark Jon Wyhlidko left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-14)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Cheryl C Blakey left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-14)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Stephen Michael Holmes left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-27)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Michael Clark left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-27)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Nathan Salimi left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-15)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Ari Sommer left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-09-09)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Richard Lee Watson left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-01-21)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Patrick Salimi left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-02-02)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
John Joseph Heck left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-04-15)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Evan Harris Farr left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-06-22)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Michael John Welker left Protection Point Advisors for Avior Wealth Management, Llc (registered 2026-02-17)
Form ADVobserved 5 days ago
Occurred
Dec 5, 2025
Advisor changed firm
Monica Scarlett Razuleu-Munoz left Protection Point Advisors for Strong Foundation Wealth Management Llc (registered 2025-11-25)
Form ADVobserved 5 days ago
Occurred
Jul 10, 2025
Advisor changed firm
Eric Glenn Imley left Protection Point Advisors for Soaring Investment Management, Llc (registered 2025-07-14)
Form ADVobserved 5 days ago
Occurred
Feb 20, 2024
Advisor changed firm
Daniel Joseph Mirgon left Protection Point Advisors for Dan Mirgon, Llc (registered 2024-03-25)
Form ADVobserved 5 days ago
Occurred
Sep 20, 2022
Advisor changed firm
Michael Gomez left Protection Point Advisors for J.P. Morgan Securities Llc (registered 2022-10-14)
Form ADVobserved 5 days ago
Occurred
Jul 26, 2018
First Form ADV filing
Ewg Elevate Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Jan 2, 2026
Protection Point Advisors no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $578.4M)
Occurred
Mar 23, 2022
Protection Point Advisors reported 11 state-registered advisory representatives, up from 1 (2022-01-04 to 2022-03-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3124046d-3a93-db29-b0dc-c10f0b5b76ae
First observed: Jul 26, 2018
Last observed: Mar 11, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds 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.

PROTECTION POINT ADVISORS

EWG ELEVATE INC., CRD 291805

ROSEVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3124046d-3a93-db29-b0dc-c10f0b5b76ae

Data as of Mar 11, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:41 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARKE, MICHAEL, JUDE

VICE PRESIDENT

yes

07/2018

Sep 11, 2018

Mar 15, 2024

WATSON, RICHARD, LEE

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

07/2018

Jul 26, 2018

Mar 15, 2024

City

State

Country

Employees

Also broker-dealer

CULVER CITY

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 11, 2025

$578M

$559M

n/a

2023

Mar 15, 2024

$548M

$529M

n/a

2022

Mar 20, 2023

$465M

$441M

n/a

2021

Mar 23, 2022

$472M

$453M

n/a

2020

Mar 2, 2021

$392M

$391M

n/a

2019

Feb 5, 2020

$334M

n/a

2018

Mar 28, 2019

$270M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-13

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$578M

$548M

5.5%

$472M

7.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVIOR WEALTH MANAGEMENT, LLC

Dec 31, 2025

Jun 22, 2026

ROSEVILLE, CA

Firm absorbed

RIA to RIA

66.7%

AVIOR WEALTH MANAGEMENT, LLC

Dec 31, 2025

Feb 17, 2026

RIVERTON, UT

Team lift out

RIA to RIA

16.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 13, 2019

Oct 12, 2018

ROSEVILLE, CA

Team lift out

Ibd to RIA

0.1%

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 24, 2018

Oct 10, 2018

ROSEVILLE, CA

Team lift out

Other

0.1%