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.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$220MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$220M

Private client RAUM

$213MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$73.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

269

Individual clients

56

High net worth clients

45

Custody, client assets

$77.6M

SEC number

801-127588

CRD

324951

Filings on the tape

15

First filed

Mar 3, 2023

Latest filed

Jul 23, 2026

Organised

Limited Liability Company, FL

Website

elevationwealthpartners.net

• Occurred

  May 15, 2023
  Control person left

  Edward Christopher Winn (Managing Member) no longer on Schedule A of Elevation Wealth Partners Llc (listed 2023-05-15, absent 2023-05-15)

  Form ADVobserved 6 days ago
• Occurred

  May 15, 2023
  Control person joined

  Francis Robert Monahan (Principal And Chief Compliance Officer) appeared on Schedule A of Elevation Wealth Partners Llc

  Form ADVobserved 6 days ago
• Occurred

  Mar 3, 2023
  First Form ADV filing

  Elevation Wealth Advisory Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:40243730-8a8f-99fb-1835-a6a4478ea098

First observed

Mar 3, 2023

Last observed

Jul 23, 2026 2 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.