ELEVATION WEALTH PARTNERS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 123971). Regulatory assets under management: $670.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |