ELEVATION ADVISORY PARTNERS LLC of ORLANDO, FL is an SEC-registered investment adviser (CRD 312170). Regulatory assets under management: $226.0M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Ward Harrison | CHIEF COMPLIANCE OFFICER; INDIRECT OWNER | — |
| Brian M Truxaw | CHIEF OPERATIONS OFFICER | — |
| LYNCH EDITH CHRISTINA | CHIEF COMPLIANCE OFFICER; INDIRECT OWNER | — |
| CHRYSTAN LINDSEY LEE | INDIRECT OWNER; OWNER, INVESTMENT ADVISER REPRESENTATIVE | — |
| HARRISON JOHN WARD | INDIRECT OWNER; OWNER, INVESTMENT ADVISER REPRESENTATIVE | — |
| Truxaw Brian M | CHIEF OPERATIONS OFFICER | — |