Elevation Advisory Partners LLC

Elevation Advisory Partners LLC (CRD# 312170) is a financial advisory firm headquartered in Orlando, FL. They manage $171,778,567 in 886 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817
https://www.linkedin.com/in/edithmontijo/
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    886
    ACCOUNTS
  • Average Account Value
    $193,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KS, NE, TX

Financial Advisors at Elevation Advisory Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
John Harrison, financial advisor Leawood KS
John W. Harrison
CRD#: 3176071
11111 Nall Ave, Ste 202, Leawood, KS 66211

John Harrison (CRD# 3176071) is an Investment Advisor Representative working at Elevation Advisory Partners LLC in Leawood, KS and has over 25 years of experience in the finance industry.

2
Edith Lynch, financial advisor Orlando FL
Edith C. Lynch
CRD#: 3193764
3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817

Edith Lynch (CRD# 3193764) is an Investment Advisor Representative working at Elevation Advisory Partners LLC in Orlando, FL and has 1 year of experience in the finance industry.

3
Brian Truxaw, financial advisor Orlando FL
Brian M. Truxaw
CRD#: 7619457
3505 Lake Lynda Drive, Suite 200, Orlando, FL 32817

Brian Truxaw (CRD# 7619457) is an Investment Advisor Representative working at Elevation Advisory Partners LLC in Orlando, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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