Elevation Wealth Partners, LLC

CRD 123971 · Walnut Creek, CA · $670.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 123971
SEC number: 801-81152
Firm type: RIA
Assets under management: $670.7M as of May 16, 2026
Website: www.elevationwp.com ↗
Phone: 925-962-5600
Address: 2121 North California Blvd, Walnut Creek, CA, 94596

Advisors at this firm

6 in our index · page 1 of 1

Stephen Lee BlockCRD 4584035 · Walnut Creek, CA

IA Registered
Devin Wray HansonCRD 6453004 · Walnut Creek, CA

IA RegisteredRegistration inactive
Samara Hanson VellooCRD 7149478 · Walnut Creek, CA

IA RegisteredRegistration inactive
Andrew Paul KirchnerCRD 6298081 · Walnut Creek, CA

IA Registered
Ryan Kenji KosakuraCRD 6427822 · Walnut Creek, CA

IA Registered
Barry Nathan MendelsonCRD 2531235 · Walnut Creek, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 123971 ↗ FINRA BrokerCheck record for firm CRD 123971 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.