Bradford Wayne Smithy

Elevation Point Wealth Partners, LLC

31 Years of Experience

1 Disclosure

View SEC Summary

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

3801 PGA Blvd Suite 1000, Palm Beach Gardens, FL, 33410

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History

Regulatory History (1)

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Criminal

August 1989

Final Disposition

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Other Business Activities

Bradford is a board member for Place Of Hope Planned Giving Council, advising on fundraising activities since 2018. Bradford also owns Sunset Point Rental Property since July 2023.