Elevation Point Wealth Partners, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 137068
· SEC file 801-65068
· Denver, CO
· www.facebook.com
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ADV data as of Jul 22, 2026
- Regulatory AUM
- $8.3B
- Discretionary
- $7.6B
- Clients
- 4,936
- Avg AUM / client
- $1.7M
- Accounts
- 19,386
- Employees
- 91
AUM over time
$771M
$8.3B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,280 | $1.7B | 20.2% |
| High net worth individuals | 1,599 | $6.4B | 77.4% |
| Pension and profit sharing plans | 16 | $11.9M | 0.14% |
| Charitable organizations | 11 | $53.3M | 0.64% |
| Insurance companies | 1 | $2.3M | 0.03% |
| Corporations and other businesses | 29 | $135M | 1.63% |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anderson, Greg, David | President And Managing Partner | Aug 2005 (21y) | Less than 5% | |
| Sabre, John, Leonard | Executive Chairman | Aug 2005 (21y) | Less than 5% | |
| Sabre, Michael, Joseph | Chief Compliance Officer | Aug 2005 (21y) | Less than 5% | |
| Sabre, Lynn, Virginia | Member | Aug 2007 (19y) | ≈ 28.13% – 75% via Dalton Mycg, Llc | |
| Moran, Christopher, E | Chief Financial Officer | Jan 2019 (8y) | Less than 5% | |
| Dickson, James, R | Ceo | Jun 2024 (2y) | Less than 5% | |
| Caitlin Elizabeth Douglas | Chief Operating Officer | Oct 2024 (2y) | Less than 5% | |
| Chad Bester | Registered representative | Jun 2021 (5y) | ||
| David Oliver Lawrence Benson | Registered representative | Jun 2021 (5y) | ||
| Steven Bernard Powers | Registered representative | Jan 2024 (3y) | ||
| Bradford Wayne Smithy | Registered representative | Aug 2024 (2y) | ||
| Edward Lowell Hildebrand | Registered representative | Sep 2024 (2y) | ||
| Tracey Lorraine Trapani | Registered representative | Sep 2024 (2y) | ||
| Jennifer Joy Smith | Registered representative | Apr 2025 (1y) | ||
| Michael Joseph Ryan | Registered representative | Apr 2025 (1y) | ||
| Wesley Thomas Hoppe | Registered representative | Apr 2025 (1y) | ||
| William Daniel Ryan | Registered representative | Apr 2025 (1y) | ||
| Matthew Alan Harbarcuk | Registered representative | Apr 2025 (1y) | ||
| Andrew Howard Moss | Registered representative | Apr 2025 (1y) | ||
| Benjamin Thomas Domingue | Registered representative | Jun 2025 (1y) | ||
| Michael Alan Bohn | Registered representative | Jun 2025 (1y) | ||
| Shawna Elaine Prejean | Registered representative | Jun 2025 (1y) | ||
| Travis Demanade Frayard | Registered representative | CFP | Jun 2025 (1y) | |
| Ashley Cross Blanc | Registered representative | Jun 2025 (1y) | ||
| Linda Ann Malin | Registered representative | CFP | Jun 2025 (1y) | |
| Patricia Ann Barnett | Registered representative | Jun 2025 (1y) | ||
| Jay Neil Hack | Registered representative | CFP | Jul 2025 (1y) | |
| Lowell Jacob Weiss | Registered representative | CFP | Jul 2025 (1y) | |
| Paul Agree Hack | Registered representative | Jul 2025 (1y) | ||
| Benjamin Latroy Robinson | Registered representative | Jul 2025 (1y) | ||
| Andrew James Plum | Registered representative | CFP | Sep 2025 (1y) | |
| Thomas Cullen | Registered representative | Sep 2025 (1y) | ||
| Taylor Brandon Marsh | Registered representative | Sep 2025 (1y) | ||
| Codie Jean Allen | Registered representative | Sep 2025 (1y) | ||
| Kathleen Caton Burke | Registered representative | Sep 2025 (1y) | ||
| Glenn Joseph Lempe | Registered representative | CFP | Dec 2025 (1y) | |
| Christopher Michael Snyder | Registered representative | CFA | Dec 2025 (1y) | |
| Daniel F Emerson | Registered representative | CFP | Jan 2026 (1y) | |
| David Randall | Registered representative | Jan 2026 (1y) | ||
| James G Malatos | Registered representative | CFP | Jan 2026 (1y) | |
| Kyle Hammond | Registered representative | Jan 2026 (1y) | ||
| Scott M Emerson | Registered representative | Jan 2026 (1y) | ||
| Angelo Vincent Esposito | Registered representative | CFP | Jan 2026 (1y) | |
| Stephanie Ann Feaser | Registered representative | Jan 2026 (1y) | ||
| Natalie Lauren Quinn | Registered representative | CFP | Jan 2026 (1y) | |
| Harrison Taylor Mc Dougal | Registered representative | Jan 2026 (1y) | ||
| Jonathon Arnold Shurtz | Registered representative | Jan 2026 (1y) | ||
| Madeline A Armstrong | Registered representative | CFP | Jan 2026 (1y) | |
| William T Turner | Registered representative | CFP | Jan 2026 (1y) | |
| David Krunch Whitfield Kloberdanz | Registered representative | Feb 2026 (0y) | ||
| Michael Justin Runager | Registered representative | Feb 2026 (0y) | ||
| Michael David Klever | Registered representative | Mar 2026 (0y) | ||
| Malick Abid | Registered representative | Mar 2026 (0y) | ||
| Maximillian Mason Stewart | Registered representative | Apr 2026 (0y) | ||
| Mark William Ross | Registered representative | Jun 2026 (0y) | ||
| Scott C Wohlers | Registered representative | Jun 2026 (0y) | ||
| Andrew Clifton Keller | Registered representative | Jun 2026 (0y) | ||
| Patrick Ryan Keller | Registered representative | Jun 2026 (0y) | ||
| Andrea Lynn Cording | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elevation Point, Llc | Member | Aug 2005 | A | 75% or more |
| Dalton Mycg, Llc | Member | Nov 2003 | B | ≈ 37.5% – 75% via Elevation Point, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Sabre, Lynn, Virginia: 75% – 100% of Dalton Mycg, Llc × 50% – 75% of Elevation Point, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Dalton Mycg, Llc: 50% – 75% of Elevation Point, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity $2.3B (28% of AUM) Jun 2026
- National Financial Services (Fidelity) $1.3B (91% of AUM) Mar 2021
- Pershing $1.1B (13% of AUM) Jun 2026
- Folio Investments, Inc. $999M (12% of AUM) Jun 2026
- Charles Schwab & Co. $998M (12% of AUM) Jun 2026
- Raymond James $498M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗