Elevage Partners, LLC

Elevage Partners, LLC (CRD# 158386) is a financial advisory firm headquartered in Napa, CA. They manage $74,670,030 in 480 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $155,563
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ

Financial Advisors at Elevage Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles L. Copeland
CRD#: 3046149
655 N. Central Avenue, 17th Floor, Suite 1747, Glendale, CA 91203
83
Wealthminder
score

Charles Copeland (CRD# 3046149) is an Investment Advisor Representative working at Elevage Partners, LLC in Glendale, CA and has over 6 years of experience in the finance industry.

2
David M. Smith
CRD#: 6175910
8880 Rio San Diego Drive, Suite 800, San Diego, CA 92108
77
Wealthminder
score

David Smith (CRD# 6175910) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

3
Jeffery D. Powell
CRD#: 1805180
1005 Jefferson Street, Napa, CA 94558
73
Wealthminder
score

Jeffery Powell (CRD# 1805180) is an Investment Advisor Representative working at Elevage Partners, LLC in Napa, CA and has over 28 years of experience in the finance industry.

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