ELEVATION POINT WEALTH PARTNERS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 137068). Regulatory assets under management: $8.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Charities, Other.
| 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 | — |