TrueAdvisor
TrueAdvisor
GA
GA

Greg David Anderson

Elevation Point Wealth Partners, LLC
26 Years of Experience
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Areas of Practice
Investment ManagementRetirement Planning
Elevation Point Wealth Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
August 2007 - Present · 18 yrs 6 mos
Previous Registrations
Mount Yale Portfolio Advisors, LLC
October 2003 - March 2011 · 7 yrs 5 mos
Mount Yale Securities, LLCBroker
October 2003 - January 2016 · 12 yrs 3 mos
Investment Consulting Group LLC
December 1999 - October 2003 · 3 yrs 10 mos
Mount Yale Asset Management, LLC
October 1999 - December 2017 · 18 yrs 2 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.