Codie Jean Allen

Elevation Point Wealth Partners, LLC

17 Years of Experience

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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.

Other Business Activities

Codie is a member of the Board of Directors and Treasurer for Kingdom Training Foundation, which runs basketball camps and workshops for at-risk youth in South Florida. Codie maintains the budget and ensures funds are used as intended.