Elevation Wealth Partners, LLC

Elevation Wealth Partners, LLC (CRD# 324083) is a financial advisory firm headquartered in , . They manage $34,768,185 in 435 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.elevationwealthllc.com
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $79,927
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OK, TX

Financial Advisors at Elevation Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mindy Cook, financial advisor Edmond OK
Mindy A. Cook
CRD#: 4794959
Edmond, OK

Mindy Cook (CRD# 4794959) is an Investment Advisor Representative working at Elevation Wealth Partners, LLC in Edmond, OK and has over 19 years of experience in the finance industry.

2
Angela Hundt, financial advisor Edmond OK
Angela N. Hundt
CRD#: 6974318
Edmond, OK

Angela Hundt (CRD# 6974318) is an Investment Advisor Representative working at Elevation Wealth Partners, LLC in Edmond, OK and has over 5 years 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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