ELEVATION WEALTH PARTNERS LLC is an SEC-registered investment adviser (CRD 324951). Regulatory assets under management: $219.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert Francis Monahan | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| MONAHAN JOSEPH FRANCIS | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |