TrueAdvisor
TrueAdvisor
CD
CD

Caitlin Elizabeth Douglas

Elevation Point Wealth Partners, LLC
13 Years of Experience
View SEC Summary
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

Sykesville, MD

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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
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Dynasty Wealth Management, LLC
September 2021 - September 2024 · 3 yrs
Dynasty Wealth Management, LLC
June 2020 - December 2020 · 6 mos
Dynasty Securities, LLCBroker
June 2020 - September 2024 · 4 yrs 3 mos
Planning Solutions Group, LLC
October 2018 - November 2018 · 1 mo
Triad Advisors LLCBroker
October 2018 - December 2018 · 2 mos
Keeney Financial Group INC.
November 2015 - October 2018 · 2 yrs 11 mos
Triad Advisors LLCBroker
November 2015 - September 2018 · 2 yrs 10 mos
LPL Financial LLCBroker
August 2012 - November 2015 · 3 yrs 3 mos
LPL Financial LLC
August 2012 - November 2015 · 3 yrs 3 mos
LPL Financial Corporation
April 2009 - October 2010 · 1 yr 6 mos
LPL Financial CorporationBroker
July 2008 - October 2010 · 2 yrs 3 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.