# ELEVATION WEALTH PARTNERS, LLC

ELEVATION WEALTH PARTNERS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123971
- Type: SEC-registered investment adviser
- SEC file number: 801-81152
- Location: 2121 NORTH CALIFORNIA BLVD, SUITE 290, WALNUT CREEK, CA, 94596
- Phone: 925-962-5600
- Latest filing: 2026-07-13
- Regulatory AUM: $670.7M
- Discretionary AUM: $668.8M
- Non-discretionary AUM: $1.9M
- Clients: 8
- Accounts: 1,000

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Barry Nathan Mendelson | MANAGING MEMBER/PRINCIPAL | — |
| Andrew Paul Kirchner | CHIEF COMPLIANCE OFFICER | — |
| CLARKE RICHARD PRESTON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| ZAINER TIMOTHY PETER | OWNER | — |
| KACHIU LINDA LULIKO | OWNER | — |
| STEWART BETSY MARGARET | OWNER | — |
| KACHIU LINDA L | OWNER | — |
| MENDELSON BARRY NATHAN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CO-CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/PRINCIPAL | — |
| KIRCHNER ANDREW PAUL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123971/similar
- Related entities: https://search.stillhousedata.com/firm/123971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123971

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.