Andrew James Plum

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

525 Okeechobee Blvd, Suite 1500, West Palm Beach, FL, 33401

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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.

Employment History

Current Registrations

Elevation Point Wealth Partners, LLC

September 2025 - Present · 5 mos

Purshe Kaplan Sterling InvestmentsBroker

September 2025 - Present · 5 mos

Previous Registrations

UBS Financial Services INC.

September 2010 - October 2025 · 15 yrs 1 mo

UBS Financial Services INC.Broker

September 2010 - October 2025 · 15 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

December 2001 - October 2010 · 8 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

December 2001 - October 2010 · 8 yrs 10 mos

State Registrations15 states

AZCACOCTDEFLGAILNCNJNYOHSCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.