Linda Ann Malin

Elevation Point Wealth Partners, LLC

36 Years of Experience

2 Disclosures

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

900 East St. Mary Blvd., Suite 109, Lafayette, LA, 70503

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2005

Denied

Customer Dispute

March 2001

Settled

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Other Business Activities

Linda is a partner in Linmar LLC, a real estate partnership, since 2001. She also receives music publishing royalties from Carlin America and is a Life Member Chair for the Acadiana Symphony Women's League, supporting their fundraising activities.