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.
SEC-registered adviser
Elevation Wealth Partners, LLC
Latest filing Aug 26, 2026
First filing on the tape Dec 9, 2011 · 39 filings
SEC status approved since Mar 17, 2015
RAUM
$671M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$651M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$671M as of Aug 26, 2026
Jan 23, 2012$61.6M then
HNW client RAUM$601M as of Aug 26, 2026
Mar 22, 2018$132M then
State-registered IARs (5.B.3)6 as of Aug 26, 2026
Jan 23, 20120 then
Employees (5.A)8 as of Aug 26, 2026
Feb 8, 20164 then
Private funds: no history
RAUM +15% over the last fiscal year+35% a year over threeIARs 7 to 6offices 1 to 2
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
- RAUM per advisor
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $670,748derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.7%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$601M90%
- Individuals$50.5M7.5%
- Pension and profit-sharing plans$19.0M2.8%
- Charitable organizations$475,5740.1%
- Individual clients
- 128reported
- HNW clients
- 155reported
- Pension plan clients
- 24reported
- Charitable clients
- 18reported
- Accounts
- 1,000reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Barry Nathan MendelsonCertified Financial Planner | Walnut Creek, Ca | Jul 15, 2014 | 29 y | 2 |
| Ryan Kenji KosakuraChartered Financial Analyst | Walnut Creek, Ca | Dec 16, 2014 | 11 y | 0 |
| Andrew Paul Kirchner | Walnut Creek, Ca | Jan 11, 2021 | 12 y | 3 |
| Stephen Lee BlockCertified Financial Planner, Chartered Financial Analyst | Walnut Creek, Ca | Oct 11, 2023 | 24 y | 2 |
| Devin Wray HansonCertified Financial Planner | Walnut Creek, Ca | Mar 5, 2025 | 11 y | 2 |
| Samara Hanson Velloo | Walnut Creek, Ca | Apr 10, 2026 | 14 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Thomas Andrew Howard to Bedell Frazier Investment Counselling, LLC.May 25, 2021 · RIA to RIA
Joined, latest
- Samara Hanson Velloo from Morgan StanleyApr 10, 2026 · Wirehouse to independent RIA
- Devin Wray Hanson from Wealth Enhancement Advisory Services, LLCMar 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Stephen Lee Block from Phocas Financial CorporationOct 11, 2023 · RIA to RIA
- Andrew Paul Kirchner from Assetmark, Inc.Jan 11, 2021 · Affiliated broker-dealer or bank to independent RIA
- Thomas Andrew Howard from Lodestar Private Asset Management LLCDec 7, 2018 · RIA to RIA
- Barry Nathan Mendelson from Elevation Wealth ManagementJul 15, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Nathan Barry Mendelson · Managing Member/Principalcontrolsince 07/2014 · owns 75% or more
- Paul Andrew Kirchner · Chief Compliance Officersince 01/2022 · owns less than 5%
Related persons
Schedule D 7.A
- Zainer Rinehart Clarkeinsurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Walnut Creek, Ca · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Petaluma, CA1 employees
- Walnut Creek, CA1 employees
What changed
consecutive filings, newest first
- Other offices · 1 to 2Apr 20, 2026 to May 16, 2026
- Advisory employees · 5 to 6Feb 23, 2026 to Apr 20, 2026
- Employees · 7 to 8Feb 23, 2026 to Apr 20, 2026
- State-registered IARs · 5 to 6Feb 23, 2026 to Apr 20, 2026
- Accounts · 933 to 1,000Apr 30, 2025 to Feb 23, 2026
- Advisory employees · 7 to 5Apr 30, 2025 to Feb 23, 2026
- Charity clients · 11 to 18Apr 30, 2025 to Feb 23, 2026
- HNW clients · 127 to 155Apr 30, 2025 to Feb 23, 2026
- Individual clients · 170 to 128Apr 30, 2025 to Feb 23, 2026
- Employees · 10 to 7Apr 30, 2025 to Feb 23, 2026
- Insurance-licensed employees · 1 to 0Apr 30, 2025 to Feb 23, 2026
- State-registered IARs · 7 to 5Apr 30, 2025 to Feb 23, 2026
- Discretionary RAUM · $581M to $669MApr 30, 2025 to Feb 23, 2026
- HNW RAUM · $511M to $601MApr 30, 2025 to Feb 23, 2026
- Individual RAUM · $53.3M to $50.5MApr 30, 2025 to Feb 23, 2026
- Non-discretionary RAUM · $1.5M to $1.9MApr 30, 2025 to Feb 23, 2026
- Pension RAUM · $17.2M to $19.0MApr 30, 2025 to Feb 23, 2026
- RAUM · $582M to $671MApr 30, 2025 to Feb 23, 2026
- Accounts · 825 to 933Oct 1, 2024 to Apr 30, 2025
- Business name · ZRC WEALTH MANAGEMENT, LLC to ELEVATION WEALTH PARTNERS, LLCOct 1, 2024 to Apr 30, 2025
- Charity clients · 8 to 11Oct 1, 2024 to Apr 30, 2025
- HNW clients · 97 to 127Oct 1, 2024 to Apr 30, 2025
- Individual clients · 163 to 170Oct 1, 2024 to Apr 30, 2025
- Pension plan clients · 26 to 24Oct 1, 2024 to Apr 30, 2025
- Employees · 9 to 10Oct 1, 2024 to Apr 30, 2025
- Financial planning clients · 1-10 to 1-10Oct 1, 2024 to Apr 30, 2025
- HQ city · SANTA ROSA to WALNUT CREEKOct 1, 2024 to Apr 30, 2025
- Legal name · ZRC WEALTH MANAGEMENT, LLC to ELEVATION WEALTH PARTNERS, LLCOct 1, 2024 to Apr 30, 2025
- Other offices · 2 to 1Oct 1, 2024 to Apr 30, 2025
- Discretionary RAUM · $483M to $581MOct 1, 2024 to Apr 30, 2025
- HNW RAUM · $400M to $511MOct 1, 2024 to Apr 30, 2025
- Individual RAUM · $70.3M to $53.3MOct 1, 2024 to Apr 30, 2025
- Non-discretionary RAUM · $2.0M to $1.5MOct 1, 2024 to Apr 30, 2025
- Pension RAUM · $14.7M to $17.2MOct 1, 2024 to Apr 30, 2025
- RAUM · $485M to $582MOct 1, 2024 to Apr 30, 2025
- Advisory employees · 6 to 7Mar 22, 2024 to Jun 17, 2024
- State-registered IARs · 6 to 7Mar 22, 2024 to Jun 17, 2024
- Charity clients · 6 to 8Dec 13, 2023 to Mar 22, 2024
- HNW clients · 71 to 97Dec 13, 2023 to Mar 22, 2024
- Individual clients · 118 to 163Dec 13, 2023 to Mar 22, 2024
Signals
2 dated events
- Elevation Wealth Partners, Llc reported RAUM $428.1M, up 58% from $270.8M (2023-03-27 to 2023-12-13)Dec 13, 2023 · RAUM change · derived
- Zrc Wealth Management, Llc filed its initial SEC registration (Form ADV)Mar 11, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 707-524-6131reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 707-867-0727reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 925-962-5600reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- elevationwp.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 925-962-5600reportedpublic record, Form ADV, Aug 26, 2026
- Contact form
- elevationwp.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026