Unclaimed Profile

Greg David Anderson

ELEVATION POINT WEALTH PARTNERS, LLC·DENVER, Colorado

Series 2, Series 3, Series 28, Series 30, Series 63, Series 65Clean record26 years registeredELEVATION POINT WEALTH PARTNERS, LLC

1580 LINCOLN STREET, DENVER, CO 80203CRD# 2318332Firm CRD# 137068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Greg David Anderson · DENVER, CO

Registration

CRD #2318332 · ELEVATION POINT WEALTH PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ELEVATION POINT WEALTH PARTNERS, LLC

ELEVATION POINT WEALTH PARTNERS, LLC

Aug 2007 – Apr 2026

DENVER, CO

MOUNT YALE PORTFOLIO ADVISORS, LLC

Oct 2003 – Mar 2011

DENVER, CO

INVESTMENT CONSULTING GROUP LLC

Dec 1999 – Oct 2003

DENVER, CO

MOUNT YALE ASSET MANAGEMENT, LLC

Oct 1999 – Dec 2017

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 2

Series 3

Series 28

Series 30

Series 63

Series 65

Registration record

First registered · October 8, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATION POINT WEALTH PARTNERS, LLC

CRD 137068 · SEC 801-65068

AUM

$2.2B

Regulatory assets under management

Employees

3,358 client accounts

Services offered by ELEVATION POINT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEVATION POINT WEALTH PARTNERS, LLC →

Introduction

Speak with Greg

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Greg is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Greg David Anderson offer?

Greg David Anderson specializes in Financial Planning, Investment Management.

What are Greg David Anderson's credentials?

Greg David Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Greg David Anderson located?

Greg David Anderson is based in DENVER, Colorado, last registered with ELEVATION POINT WEALTH PARTNERS, LLC.

How does Greg David Anderson charge for services?

Greg David Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATION POINT WEALTH PARTNERS, LLC?

ELEVATION POINT WEALTH PARTNERS, LLC has approximately 35 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →