# ELEVATION WEALTH PARTNERS LLC

ELEVATION WEALTH PARTNERS LLC is an SEC-registered investment adviser.

## Registration

- CRD: 324951
- Type: SEC-registered investment adviser
- SEC file number: 801-127588
- Phone: (561) 491-0518
- Latest filing: 2026-07-23
- Regulatory AUM: $219.6M
- Discretionary AUM: $219.6M
- Clients: 2
- Accounts: 269

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324951/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324951/similar
- Related entities: https://search.stillhousedata.com/firm/324951/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324951

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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.