ELEVATION POINT WEALTH PARTNERS, LLC

MOUNT YALE INVESTMENT ADVISORS, LLC
DENVER, Colorado·3 registered advisors·CRD# 137068
SEC# 801-650684303-382-2880
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELEVATION POINT WEALTH PARTNERS, LLC

3 registered advisors
Caitlin Elizabeth Douglas
DENVER, Colorado
Greg David Anderson
DENVER, Colorado
James R Dickson
DENVER, Colorado
05

Office Locations

DENVER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. ELEVATION POINT WEALTH PARTNERS, LLC (CRD# 137068) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.