Andrew Howard Moss

Elevation Point Wealth Partners, LLC

31 Years of Experience

1 DisclosureBrokerSells Insurance

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

4190 Telegraph Road, Suite 3300, Bloomfield Hills, MI, 48302

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History

Regulatory History (1)

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Customer Dispute

October 2014

Settled

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Other Business ActivitiesSells Insurance

Andrew is the Founder and Managing Partner of Elevation Point Wealth Partners, LLC dba Fortage Capital Advisors, spending about half his time in this role. He also sells fixed insurance, dedicating minimal time to this activity, and serves as a Director for the Western Golf Association, a non-profit organization, spending minimal time.

Employment History

Current Registrations

Elevation Point Wealth Partners, LLC

April 2025 - Present · 10 mos

Purshe Kaplan Sterling InvestmentsBroker

September 2020 - Present · 5 yrs 5 mos

State Registrations11 states

AZDCFLILMINCNJOHSCVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.