RIA Intel›Advisers›Ohio›ELEVATION FINANCIAL PARTNERS, LLC

ELEVATION FINANCIAL PARTNERS, LLC

Advisory

WESTERVILLE, OH

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in OH
#709
of 748 advisers by AUM
AUM change, 1 year
+14.3%
63rd percentile in OH
AUM CAGR, 3 year
+4.6%
compound annual growth
Average account
$285K
across 206 accounts
AUM per adviser
$20M
3 advisers
Filing history
8
filings since 2005

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$59M
1-Year AUM Growth
+14.3%
3-Year CAGR
+4.6%
Employees
3
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients206
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingMar 14, 2005
Latest FilingMar 19, 2026
Full AUM trend chart and 8 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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