Elevation Point Wealth Partners, LLC

Overview

Elevation Point Wealth Partners, LLC is an SEC registered investment adviser based in Denver, CO, registered since 2006. It reports $8.3B in assets under management across 19,386 accounts, with 91 employees. It has 56 investment adviser representatives.

Reported AUM

$8.3B

Discretionary

92%

Accounts

19,386

Average account

$428K

Employees

91

Advisory reps

56

Registered since

2006

Jurisdictions

48

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• James R Dickson Chief Executive Officer CRD 2978084
• Caitlin Elizabeth Douglas Chief Operating Officer CRD 5204501
• Michael Joseph Sabre Chief Compliance Officer CRD 2018993

Advisory reps 3 of 56

• Malick Abid Investment Adviser Rep CRD 7688973
• Codie Jean Allen Investment Adviser Rep CRD 5257139
• Madeline A Armstrong Investment Adviser Rep CRD 7624293

53 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1580 N Lincoln St Ste 680
Denver, CO 80203

County

Denver

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 48 jurisdictions
• Website: besterwealth.com

Every state, with registration dates

Similar firms near Denver

• Janus Henderson InvestorsDenver, CO$38B AUM
• Ptma Investment AdvisorsDenver, CO$104B AUM
• Mercer Global Advisors Inc.Denver, CO$84.4B AUM
• Transamerica Asset Management, Inc.Denver, CO$65.9B AUM
• Alps Advisors, Inc.Denver, CO$38.8B AUM