TrueAdvisor
TrueAdvisor
HB
HB

Hunter Michael Bertrand

Elevation Point Wealth Partners, LLC
4 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

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

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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
June 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.
September 2022 - June 2025 · 2 yrs 9 mos
UBS Financial Services INC.Broker
November 2021 - June 2025 · 3 yrs 7 mos
State Registrations1 state
LA
Advisor
Exams
No exam information available for this advisor.