DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Caitlin Elizabeth Douglas

Elevation Point Wealth Partners, LLCindependent RIADenver, Co IA-onlyIAPD 5204501

Feed of 09/14/2026

Also filed as Caitlin E Link

At current firm

1 y

since Jan 1, 2025

In the industry

17 y

since Apr 18, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founding Partner, Chief Operating Officerreportedelevationpoint.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/caitlin-douglas-97138015areportedelevationpoint.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Elevation Point Wealth Partners, LLC independent RIA current
since Jan 1, 2025 · Denver, Co
Dynasty Wealth Management, LLC asset manager
Sep 23, 2021 to Sep 27, 2024 · Sykesville, Md
Dynasty Wealth Management, LLC asset manager
Jun 5, 2020 to Dec 31, 2020 · Sykesville, Md
Planning Solutions Group, LLC former
Oct 11, 2018 to Nov 26, 2018 · Fulton, Md
Keeney Financial Group Inc. former
Nov 13, 2015 to Oct 3, 2018 · Columbia, Md
LPL Financial LLC BD affiliated
Aug 23, 2012 to Nov 19, 2015 · Columbia, Md
LPL Financial LLC BD affiliated
Apr 20, 2009 to Oct 6, 2010 · Rockville, Md

Moves

a registration end followed by a registration begin elsewhere

Dynasty Wealth Management, LLC to Elevation Point Wealth Partners, LLC
left Sep 27, 2024, registered Jan 1, 2025 (96 days) · Other
Planning Solutions Group, LLC to Dynasty Wealth Management, LLC
left Nov 26, 2018, registered Jun 5, 2020 (557 days) · Other
Keeney Financial Group Inc. to Planning Solutions Group, LLC
left Oct 3, 2018, registered Oct 11, 2018 (8 days) · RIA to RIA
LPL Financial LLC to Keeney Financial Group Inc.
left Nov 19, 2015, registered Nov 13, 2015 (-6 days) · Other · moved with a team

Signals

Caitlin Elizabeth Douglas left Dynasty Wealth Management, Llc for Elevation Point Wealth Partners, Llc (registered 2025-01-01)
Sep 27, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address