DFX Intelligence
Advisors
Advisors registered through Elevation Point Wealth Partners, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Christopher Michael Snyder Chartered Financial Analyst | Elevation Point Wealth Partners, LLC independent RIA | Denver, Co | Dec 10, 2025 | 22 y | 0 | 1 |
| Maximillian Mason Stewart | Elevation Point Wealth Partners, LLC independent RIA | Denver, Co | Apr 27, 2026 | 11 y | 1 | 1 |
| Tracey Lorraine Trapani | Elevation Point Wealth Partners, LLC independent RIA | Alpharetta, Ga | Sep 6, 2024 | 23 y | 2 | 1 |
| W•••••• T• T••••• Certified Financial Planner | E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Indianapolis, In | Jan 23, 2026 | 20 y | 1 | 1 |
| L••••• J•••• W•••• Certified Financial Planner · dual registrant | E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Farmington Hills, Mi | Jul 11, 2025 | 17 y | 1 | 2 |
| S•••• C• W•••••• | E•••••••• P•••• W••••• P•••••••• L•• independent RIA | Denver, Co | Jun 17, 2026 | 14 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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56 advisors match.