Ashley Cross Blanc

Elevation Point Wealth Partners, LLC

24 Years of Experience

Broker

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

201 Settlers Trace Boulevard, Suite 3004, Lafayette, LA, 70508

Get directions

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.

Employment History

Current Registrations

Elevation Point Wealth Partners, LLC

June 2025 - Present · 8 mos

Purshe Kaplan Sterling InvestmentsBroker

June 2025 - Present · 8 mos

Previous Registrations

UBS Financial Services INC.Broker

November 2012 - June 2025 · 12 yrs 7 mos

UBS Financial Services INC.

November 2012 - June 2025 · 12 yrs 7 mos

Morgan Stanley

November 2010 - November 2012 · 2 yrs

Morgan StanleyBroker

June 2009 - November 2012 · 3 yrs 5 mos

Citigroup Global Markets INC.Broker

May 2002 - June 2009 · 7 yrs 1 mo

Prudential Securities IncorporatedBroker

January 2001 - May 2002 · 1 yr 4 mos

State Registrations2 states

LATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.