# ELEVATION POINT WEALTH PARTNERS, LLC

ELEVATION POINT WEALTH PARTNERS, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 137068
- Type: SEC-registered investment adviser
- SEC file number: 801-65068
- Location: 1580 LINCOLN STREET, SUITE 680, DENVER, CO, 80203
- Phone: 303-382-2880
- Latest filing: 2026-07-22
- Regulatory AUM: $8.3B
- Discretionary AUM: $7.6B
- Non-discretionary AUM: $663.1M
- Clients: 91
- Accounts: 19,386

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Christopher E Moran | CHIEF FINANCIAL OFFICER | Minneapolis, MN |
| Greg David Anderson | DIRECTOR, MEMBER; PRESIDENT AND MANAGING PARTNER | — |
| Michael Joseph Sabre | CHIEF COMPLIANCE OFFICER | — |
| John Leonard Sabre | DIRECTOR; EXECUTIVE CHAIRMAN; MANAGER | — |
| Lynn Virginia Sabre | MEMBER | — |
| James R Dickson | CEO; CEO, DIRECTOR; CHIEF EXECUTIVE OFFICER | — |
| Caitlin Elizabeth Douglas | CHIEF OPERATING OFFICER | — |
| ANDERSON PETER DAVID | CHIEF INVESTMENT OFFICER AND MANAGER; CHIEF INVESTMENT OFFICER AND MANAGING MEMBER; CHIEF INVESTMENT OFFICER AND MANAGING PARTNER (+4 more) | — |
| BOWDEN ROGER CRAIG | MANAGER; MEMBER, MANAGER; PRESIDENT AND MANAGER (+3 more) | — |
| SABRE JOHN LEONARD | CHIEF EXECUTIVE OFFICER AND MANAGER; CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER AND MANAGING PARTNER (+5 more) | — |
| SABRE MICHAEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| DICKSON JAMES R | CEO; CHIEF EXECUTIVE OFFICER | — |
| SABRE LYNN VIRGINIA | MEMBER | — |
| DOUGLAS CAROLYN ELIZABETH | CHIEF OPERATING OFFICER | — |
| Amen Daniel John | GENERAL  COUNSEL | — |
| Moran Edward E | CHIEF FINANCIAL OFFICER | — |
| Bradford Wayne Smithy | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137068/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137068/similar
- Related entities: https://search.stillhousedata.com/firm/137068/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137068

---

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.