Zrc Wealth Management, LLC

Elevation Wealth Partners LLC is an independent investment advisory firm founded in 1999 and registered with the U.S. Securities and Exchange Commission. The firm specializes in fee-only investment advisory, discretionary portfolio management, and comprehensive financial planning services. Elevation focuses on helping clients create long-term wealth and achieve their financial goals using academically proven investment strategies. The firm is 100% owned by The Mendelson Family Trust and does not participate in wrap fee programs or sell commissioned products like annuities or insurance. As of February 7, 2025, Elevation manages $582,090,191 in client assets on a discretionary and non-discretionary basis. The firm offers investment advisory, wealth advisory, and discretionary portfolio management services to individuals, families, high net-worth investors, and various entities. Clients have the opportunity to place reasonable restrictions on investments made on their behalf, and Elevation conducts frequent reviews and rebalances portfolios as needed. Elevation also provides comprehensive financial planning services covering various areas such as investment analysis, retirement planning, tax planning, insurance, and more. Financial planning services are offered at no additional charge for most clients, with fees ranging from $2,000 to $20,000 for others. The firm's fee structure is based on a percentage of assets under management, with a minimum annual fee of $5,000. Elevation Wealth Partners LLC acts as a fiduciary, placing clients' interests above all else.