RIA · Independent channel
Elevation Point Wealth Partners
SEC-registered investment adviser supporting affiliated wealth practices operating under their own brands.
- Website
- elevationpoint.com
- Regulator record
- ELEVATION POINT WEALTH PARTNERS, LLC (SEC)
Recorded arrivals
5
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$4.0B
Reported practice assets · 4 of 5 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 5
Teams joining Elevation Point Wealth Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 20 | Breakaway | Truing Capital AdvisorsLas Vegas, NV | UBSWirehouses, Banks & BDs | $750M | Press Release |
| Jul 13 | Lateral | Patrick Keller, Andrew C. KellerHouston, TX | Inscription CapitalRIA | Undisclosed | InvestmentNews |
| Feb 18 | Breakaway | David Krunch KloberdanzAtlanta, GA | UBSWirehouses, Banks & BDs | $1.0B | AdvisorHub |
| Jan 27 | Breakaway | Forta Wealth PartnersIndianapolis, IN | Merrill LynchWirehouses, Banks & BDs | $900M | Press Release |
| Jan 13 | Breakaway | Harbor View Private WealthAlpharetta, GA | UBSWirehouses, Banks & BDs | $1.3B | Press Release |
Departures 0
Teams leaving Elevation Point Wealth Partners in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.