ELEVATION WEALTH PARTNERS, LLC

Elevation Wealth Partners LLC 3562 Round Barn Cir, Suite 300 Santa Rosa, CA 95403 (707) 524-6131 Fax: (707) 867-0727 200 Pringle Avenue, Suite 400 Walnut Creek, CA 94596 (925) 962-5600 7 4th Street, Suite 34 Petaluma, CA 94952 (707) 524-6131 www.elevationwp.com March 10, 2025 Form ADV Part 2A: Firm Brochure This brochure provides information about the qualifications and business practices of Elevation Wealth Partners LLC. If you have any questions about the contents of this brochure, please contact us at (707) 524-6131, andrew@elevationwp.com or barry@elevationwp.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Elevation Wealth Partners LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Elevation Wealth Partners LLC is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. 1  Item 2 – Material Changes The purpose of this page is to inform you of material changes since the last annual update to this brochure. If you are receiving this brochure for the first time this section may not be relevant to you. This Form ADV Part 2 (or Firm Brochure) for Elevation Wealth Partners LLC (“Elevation”) is slightly modified from its previous version and contains new information for the benefit of clients. Generally, Elevation will notify its clients of material changes on an annual basis. However, when the firm determines that an interim notification is either meaningful or required, the firm will notify its clients promptly. Material Changes (since last update on October 1, 2024) • Devin W. Hanson (CRD # 6453004) is now an investment advisor representative with Elevation Wealth Partners LLC. 2  Item 3 – Table of Contents Item 1 Item 2 Item 3 Item 4 Item 5 Item 6 Item 7 Item 8 Item 9 Item 10 Item 11 Item 12 Item 13 Item 14 Item 15 Item 16 Item 17 Item 18 Item 19 Title Page Material Changes Table of Contents Advisory Business Fees and Compensation Performance-Based Fees and Side-By-Side Management Types of Clients Methods of Analysis, Investment Strategies and Risk of Loss Disciplinary Information Other Financial Industry Activities and Affiliations Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Brokerage Practices Review of Accounts Client Referrals and Other Compensation Custody Investment Discretion Voting Client Securities Financial Information Additional Information 1 2 3 4 7 7 7 8 8 9 9 9 10 11 11 11 12 12 12 Part 2B Brochure Supplement(s) 14 3  Item 4 – Advisory Business FIRM DESCRIPTION Elevation Wealth Partners LLC (“Elevation”) is an independently owned Limited Liability Company founded in 1999 as an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Elevation provides fee-only, investment advisory, discretionary portfolio management, and comprehensive financial planning services. Elevation specializes in helping investors create long-term wealth and fund their life’s goals. Elevation’s investment approach is based on timeless economic principles and academically proven investment strategies. The firm is 100% owned by The Mendelson Family Trust. Advice is provided through consultation with the client and may also include: determination of financial objectives, identification of financial problems, cash flow management, investment management, education funding, retirement planning, and estate planning. Elevation is a fee-only investment management firm. The firm does not participate in wrap fee programs, nor does it sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted. The initial meeting, which may be by telephone or video conference, is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the investor. ASSETS UNDER MANAGEMENT As of February 7, 2025, Elevation manages $580,541,469 in client assets on a discretionary basis and $1,548,722 in client assets on a non-discretionary basis. Total firm AUM: $582,090,191. WEALTH ADVISORY SERVICES OFFERED INVESTMENT ADVISORY, WEALTH ADVISORY, & DISCRETIONARY PORTFOLIO MANAGEMENT Elevation provides investment advice and discretionary portfolio management to individuals, families, high net-worth investors, pension and profit-sharing plans, trusts, estates, and small businesses. Through personal discussions about goals, objectives, risk tolerance, and other considerations, Elevation develops a personalized investment plan (which is often referred to as the Investment Policy). Elevation then manages the client’s portfolio based on that policy and works with the client to further their financial goals. Elevation will typically create a portfolio of no-load or load-waived mutual funds, exchange traded funds, exchange traded notes, and other securities to achieve the client’s goals and reflect their investment policy statement. Elevation will allocate the client’s assets among various asset classes, taking into consideration the investment risk-tolerance of the client. Mutual funds will be selected on the basis of any or all of the following criteria: the fund’s performance history; the industry sector in which the fund invests; the track record of the fund’s manager; the correlation to other funds; the fund’s investment objectives; the fund’s management style and philosophy; and the fund’s management fee structure. Each client’s individual needs and circumstances will determine portfolio weighting between equity and fixed income. Clients will have the opportunity to place reasonable restrictions on the types of investments which will be made on the client’s behalf. Clients will retain ownership of all securities. During its periodic reviews, if Elevation believes that a particular investment is performing inadequately, or if Elevation believes that a different investment is more suitable for the client’s account, then Elevation will replace it. Elevation monitors client accounts frequently including the individual investments held. Elevation 4  reviews each portfolio at least four times a year to determine if the accounts need to be rebalanced. Some accounts are reviewed and rebalanced more frequently when appropriate. In addition to the advisory and portfolio management services detailed above, Elevation also manages qualified retirement accounts, such as 401(k), 403(b), and 457 accounts through Pontera. These accounts benefit from our professional management and are subject to the same review processes as other assets. Fees for managing these accounts are assessed quarterly based on the account's end-of-quarter value and prorated for partial periods. For these accounts, due to their nature, fees are allocated to the client's taxable accounts or billed directly in the absence of a taxable account. You may terminate the Relationship Agreement upon 30-day written notice to our firm. You will incur a pro rata charge for services rendered prior to the termination of the agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter that you are a client. We encourage you to reconcile our invoices with the statement(s) you receive from the qualified custodian. If you find any inconsistent information, please call our main office number located on the cover page of this brochure. COMPREHENSIVE FINANCIAL PLANNING Elevation offers Comprehensive Financial Planning services. Here, a financial planner at the firm works with the client to gather information and develop a comprehensive financial plan using industry leading software. The following areas may be considered or addressed in the financial plan: Investment & Portfolio Analysis Insurance & Risk-Management Analysis ▪ ▪ Retirement Planning ▪ Stock Option & Equity Comp Planning ▪ Education Planning ▪ Estate Planning Needs Analysis ▪ Life or Career Change ▪ Tax Planning ▪ ▪ Employee Benefits Analysis ▪ Executive Benefits ▪ Home Financing and Mortgage Analysis ▪ Large Purchase Analysis ▪ Debt Management ▪ Cash Flow & Budgeting For most clients, financial planning is provided at no additional charge. For others, financial planning services are offered at the rate of $300/hour and subject to a two-hour minimum. Plan fees typically range from $2,000 to $20,000. An estimate of the total time/cost will be determined at the start of the relationship based on the scope and complexity of the plan, your situation, and your financial goals. You may terminate the Financial Planning Agreement by providing written notice to our firm. You will be charged for hourly services that have been provided prior to the termination of the Financial Planning Agreement. We will not require prepayment of a fee in excess of $1,200 for services not performed within 6 months of the initial engagement. You will be entitled to receive a refund for fees and hours unused. TAX PREPARATION, ACCOUNTING, AND BOOKKEEPING SERVICES Elevation offers tax planning, tax preparation, accounting, advisory, and bookkeeping services. Tax specialists can assist clients at the beginning of the year to create and implement a customized tax plan that helps minimize tax liability throughout the year. As the year progresses, Tax Specialists can continue to analyze and support clients’ tax needs to maintain a well-organized tax plan. Elevation’s Tax Specialists can help forecast future client needs to implement long-term strategies aimed at helping reduce client tax liability in years to come. Clients needing tax preparation may utilize our team of tax professionals and CPAs but are not obligated to do so. If you choose to engage us for tax preparation services, you will enter into a separate agreement and pay a separate fee in addition to the fees paid to Elevation for wealth management or investment advisory services. 5  ESTATE PLANNIG Elevation may recommend that clients consider estate planning services as part of a comprehensive approach to managing their financial affairs. To assist clients with these needs, Elevation may refer clients to Wealth.com, an independent third-party platform that offers estate planning document preparation services. Elevation pays the annual fee for Wealth.com’s basic services, so there is no cost to clients for accessing the platform. However, if a client chooses to speak directly with an estate attorney through Wealth.com, those attorney fees are paid by the client. Elevation is not a law firm, does not provide legal advice, and does not prepare estate planning documents. Clients are under no obligation to use Wealth.com and may work with any estate planning attorney or service provider of their choice. We recommend that clients consult with a qualified attorney to review any estate planning documents to ensure they meet the client’s specific needs and comply with applicable laws. Elevation does not receive compensation from Wealth.com for client use of their services. ACCOUNT ADMINISTRATOR For some clients, Elevation retains an independent third-party account administrator Focus Partners Advisor Services that performs certain services, such as account administration, portfolio allocation analysis, asset-class investment strategy, back-office fulfillment, report and statement production, and fee debiting. Such services are paid directly through advisory fees billed to the client. Focus Partners Advisor Services is an investment adviser registered with the Securities and Exchange Commission. Focus Partners Advisor Services may also sponsor educational seminars for the benefit of Elevation and its clients. Such educational seminars provide Elevation with access to information and ideas regarding practice development, client servicing, investment strategy, relationship management and financial planning. Attendance expenses associated with such educational seminars may be paid or reimbursed, either in whole or in part, by Focus Partners Advisor Services. Elevation may recommend, where appropriate, a client invest in shares of the SA Funds – Investment Trust (the “SA Funds”), a family of ten asset class mutual funds advised, managed and administrated by Focus Partners Advisor Services (and co-managed by Dimension Fund Advisors). Fees are not charged directly on investments in the SA Funds. Focus Partners Advisor Services does not charge fees directly on investments into the SA Funds because Focus Partners Advisor Services receives certain fees and expenses directly from the SA Funds for its services as disclosed in that Fund’s prospectus. THIRD-PARTY ORDER MANAGEMENT SYSTEM For certain clients, Elevation retains an independent third-party platform, Pontera, to facilitate the management of held-away accounts, such as 401(k) and 403(b) plans, through an Order Management System (“OMS”). Pontera enables Elevation’s advisors to provide ongoing discretionary advisory services, including asset allocation, rebalancing, and investment monitoring, tailored to the client’s specific investment objectives and risk profile. Clients are required to connect their held-away accounts to Pontera electronically, granting Elevation secure access to manage these accounts without direct custody or login credentials. Pontera provides this secure access without granting advisors direct control over the assets. The use of Pontera is designed to help clients achieve a cohesive investment strategy across all accounts, including those held with their employer. Elevation regularly reviews and rebalances client accounts connected through Pontera as needed to align with client objectives and respond to changing market conditions. Pontera is not affiliated with Elevation, and Elevation does not receive compensation from Pontera for utilizing its services. SELECTION OF OTHER ADVISERS As part of our investment advisory services, we may recommend that you use the services of a third party money manager (“MM”) to manage all, or a portion of, your investment portfolio. In selecting a MM, we will 6  ensure that the MM is properly licensed or registered as an investment adviser. After gathering information about your financial situation and objectives, we may recommend that you engage a specific MM or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the MM’s performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will periodically monitor the MM(s)’ performance to ensure its management and investment style remains aligned with your investment goals and objectives. We do not charge a separate fee for the selection of other advisers. We will not share in the advisory fee you pay directly to the MM. The advisory fee you pay to the MM is established and payable in accordance with the brochure provided by each MM to whom you are referred. These fees may or may not be negotiable. You will be required to sign an agreement directly with the recommended MM(s). You may terminate your advisory relationship with the MM according to the terms of your agreement with the MM. You should review each MM’s brochure for specific information on how you may terminate your advisory relationship with the MM and how you may receive a refund, if applicable. You should contact the MM directly for questions regarding your advisory agreement with the MM. LIMITATIONS OF FINANCIAL PLANNING, NON-INVESTMENT CONSULTING, AND IMPLEMENTATION SERVICES To the extent requested by the client, Elevation will provide financial planning and related consulting services regarding non-investment related matters, such as tax and estate planning, insurance, etc. Please Note: Elevation believes that it is important for the client to address financial planning issues on an ongoing basis. Elevation’s advisory fee, as set forth at Item 5 below, will remain the same regardless of whether or not the client determines to address financial planning issues with Elevation. Please Also Note: Elevation does not serve as an attorney or insurance agent, and no portion of our services should be construed as same engaging those professionals. To the extent requested by a client, we will recommend the services of other professionals for non-investment implementation purposes (e.g., attorneys, accountants, insurance, etc.). You should be aware that lower fees for comparable services may be available from other providers. Item 5 – Fees and Compensation The annual fee for advisory services is based on a percentage of the investable assets according to the following schedule: 1.00% on the first $1,000,000 plus 0.80% on the next $1,000,000 (from $1,000,001 to $2,000,000) plus 0.60% on the next $3,000,000 (from $2,000,001 to $5,000,000) plus 0.40% on the next $5,000,000 (from $5,000,001 to $10,000,000) plus 0.25% on the assets above $10,000,000 While Elevation does not require a minimum level of investment assets, there is a minimal annual fee of $5,000. At our discretion, we may waive this minimum or negotiate a different fee schedule based on the nature of the client relationship. The exact fee schedule will be approved by the client in their advisory agreement at the inception of the relationship. Fees are due and payable in advance on the first day of each calendar quarter and are based on the value of the portfolio. Fees for clients that were formerly clients of Just Plans are due and payable in arrears on the last day of each calendar quarter and are based on the value of the portfolio. From time to time, we 7  negotiate alternative fee schedules. Clients that were previously clients of Northgate Advisors, , Jacobson Wealth Management or Phocas Financial may have a different fee schedule. Family pricing may be available where fees are calculated based on the total assets managed for the family group. Family members may include parents, children, grandchildren, siblings, and cousins. We will deduct our fee directly from your account through the qualified custodian holding your funds and securities. We will deduct our fee only when the following requirements are met: ▪ You provide our firm with written authorization permitting the fees to be paid directly from your account held by the qualified custodian. ▪ We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, and the specific manner in which the fee was calculated. ▪ The qualified custodian agrees to send you a statement, at least quarterly, indicating all amounts dispersed from your account including the amount of the advisory fee paid directly to our firm. Additional Fees and Expenses As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds (described in each fund’s prospectus) to their shareholders. These fees will generally include a management fee and other fund expenses. For most clients of Elevation, these fees average less than 0.40%. You may also incur transaction charges and/or brokerage fees when purchasing or selling securities. For clients of Charles Schwab & Co, Elevation has negotiated reduced mutual fund trading fees. These charges and fees are typically imposed by the broker-dealer or custodian through whom your account transactions are executed. We do not share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or custodian. To fully understand the total costs you will incur, you should review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices, please refer to the “Brokerage Practices” section of this brochure. While the firm endeavors at all times to offer clients its specialized services at reasonable costs, the fees charged by other advisers for comparable services may be lower than the fees charged by Elevation. Past Due Accounts and Termination of Agreement Elevation reserves the right to stop work on any account that is more than 60 days overdue. Item 6 – Performance-Based Fees and Side-By-Side Management Elevation does not charge any performance‐based fees (fees based on a share of capital gains on or capital appreciation of the assets of a client). Item 7 – Types of Clients We offer investment advisory services to individuals, trusts, banks and thrift institutions, investment companies, pension and profit sharing plans, charitable organizations, and corporations. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss 8  Methods of Analysis and Investment Strategies In beginning a new client relationship, Elevation seeks to fully understand the needs, circumstances, priorities, and goals of each client. Elevation works with clients to articulate an investment policy that reflects the client’s current objectives and levels of risk tolerance, and incorporates any restrictions the client wishes to impose on the account. Elevation relies on several sources for information to analyze investment securities and develop portfolio management strategies and allocations. We use publicly available research reports regarding individual securities, mutual funds, and Exchange Traded Funds (ETFs). We also study research and white papers from industry sources we’ve found to be reliable over the years including, but not limited to, Dimensional Fund Advisors (DFA), Vanguard, Schwab Advisor Services, and other brokerage firm research reports and white papers, newspapers, financial websites, various financial periodicals, financial trade journals (such as the Journal of Financial Planning), and periodic discussions with fund managers and professional colleagues. Elevation also has access to Focus Partners Advisor Services’s Investment Committee which (along with Focus Partners Advisor Services personnel) includes noted economist Meir Statman– professor at Santa Clara University. Dr. Markowitz died. Elevation’s investment approach is rooted in the belief that markets are largely efficient and that investors’ returns are determined principally by asset allocation decisions, not by market timing or stock picking. Elevation focuses on developing diversified portfolios, principally through the use of institutional, mostly low‐cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). DFA, Vanguard, Blackrock iShares, and other mutual fund companies provide clients with prospectuses that identify potential risks involved in investing in the mutual funds used in client portfolios. Elevation’s clients usually have a long-term investment horizon of at least 5 to 10 years (and often 20 to 30 years or more). The analysis of asset classes includes reviewing historical and expected rates of return, standard deviations, and correlation coefficients between asset classes. Investment Policy Statements with target asset allocations are prepared in recognition of each client’s risk tolerance, investment objectives and constraints, and long-term goals. At Elevation, we recognize that some clients may have a preference for investments aligned with Environmental, Social, and Governance (ESG) principles. When establishing investment policies and asset allocation, we take into account clients' individual preferences for ESG-aligned investments. We offer investment options that align with ESG values and can integrate ESG criteria into portfolio construction upon client request. Risk of Loss Investing in securities involves risk of loss that you should be prepared to bear. We do not represent or guarantee that our services or methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. We cannot offer any guarantees or promises that your financial goals and objectives will be met. Past performance is in no way an indication of future performance. Item 9 – Disciplinary Information The firm and its employees have not been involved in legal or disciplinary events related to past or present investment clients including civil or criminal actions, and administrative proceedings before the SEC or self-regulatory organizations. Item 10 – Other Financial Industry Activities and Affiliations We may recommend that you use the services of an accounting firm, accountant, enrolled agent, attorney, 9  or bookkeeper if appropriate and suitable for your needs. Such services are separate and distinct from the investment advisory services of Elevation Wealth Partners and are provided subject to a separate client and fee agreement. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Code of Ethics The employees of Elevation have committed to a Code of Ethics as outlined by the CFP® Board of Standards. The key points are: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. The Code of Ethics is designed to assure that the personal securities transactions, activities and interests of Mr. Mendelson or any other associated person will not interfere with making decisions in the best interests of advisory clients. Furthermore, as a registered investment advisor, Elevation adheres to a fiduciary obligation to place the interests of clients above all else. We strive to comply with applicable laws and regulations governing our practices. We maintain and enforce written policies reasonably designed to prevent the misuse or dissemination of material, non- public information about you or your account holdings by persons associated with our firm. Clients or prospective clients may obtain a copy of our Code of Ethics by contacting us at the telephone number on the cover page of this brochure. Participation or Interest in Client Transactions Neither our firm nor any persons associated with our firm has any material financial interest in client transactions beyond the provision of investment advisory services as disclosed in this brochure. Personal Trading Practices It is Elevation’s policy to place “block” trades whenever possible and otherwise trade in a manner so that no client receives more favorable prices than another. Item 12 – Brokerage Practices The Custodians and Brokers We Use Elevation does not have any affiliation with product sales firms. Specific custodian recommendations are made to clients based on their need for such services. Elevation recommends custodians based on the proven integrity and financial responsibility of the firm and the best execution of orders at reasonable commission rates. Elevation generally recommends Charles Schwab & Co., Inc. (Charles Schwab) for brokerage and custodial services for client accounts. While we recommend that you use Schwab as a custodian/broker, you will decide whether to do so and open your account with Schwab by entering into an account agreement directly with them. We are independently owned and operated and not affiliated with Schwab. Charles Schwab is a securities broker-dealer and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). We believe that Charles Schwab provides quality execution services at competitive prices. Price is not the sole factor we consider in evaluating best execution. We also consider the quality of the brokerage services provided by Charles Schwab, which may include the value of research provided, the firm's reputation, execution capabilities, commission rates, and responsiveness to our clients and our firm. Schwab provides Elevation Wealth Partners LLC investment research, continuing education, and practice management advice. Clients are under no obligation to use Charles Schwab. 10  Elevation & FPAS have discounted commission schedules with Charles Schwab for mutual fund transactions. Charles Schwab maintains a large network of retail branches that are convenient for clients who may occasionally need to visit a branch to; deliver account paperwork, accept or deposit a check, or deposit paper securities. Your Custody and Brokerage Costs For our clients’ accounts it maintains, Schwab generally does not charge you separately for custody services but is compensated by charging you commissions or other fees on trades that it executes or that settle into your Schwab account. Products and Services Available to Us from Schwab Schwab Advisor Services (formerly called Schwab Institutional) is Schwab’s business serving independent investment advisory firms like us. They provide us and our clients with access to its institutional brokerage – trading, custody, reporting and related services – many of which are not typically available to Schwab retail customers. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts while others help us manage and grow our business. The availability of these services from Schwab benefits us because we do not have to produce or purchase them. We don’t have to pay for Schwab’s services because our clients hold a majority of their assets at Schwab. This is a potential conflict of interest. However, we believe that our selection of Schwab as custodian and broker is in the best interest of our clients. It is primarily supported by the scope, quality, and price of Schwab’s services. Research and Other Soft Dollar Benefits Elevation does not receive soft dollar benefits from any of the broker‐dealers, custodians and fund managers with whom it works. Block Trades & Order Aggregation Most trades are mutual funds or exchange-traded funds where trade aggregation does not garner any client benefit. Transactions may be executed as part of a block trade for a number of accounts, and may include employees of Elevation. Often multiple block trades are executed in an attempt not to influence the price of a stock. Although the price obtained in each block trade is apt to be different from one another, they are averaged with each account being charged the same price. Elevation believes this is in the best interest of, and is most equitable to, all clients. Item 13 – Review of Accounts Barry Mendelson, Kevin Goulding, Andrew Kirchner, and Ryan Kosakura monitor accounts on an ongoing basis and conduct account reviews at least annually (or upon request) to ensure that the advisory services provided are consistent with the Client’s stated investment needs and objectives. Additional reviews may be conducted based on various circumstances, including, but not limited to: ▪ contributions and withdrawals ▪ security specific events ▪ year-end tax planning ▪ changes in your risk/return objectives ▪ market moving events We may provide you with additional or regular written reports in conjunction with account reviews. Clients receive reports on at least a semi-annual basis that contain relevant account and/or market- related information, such as an inventory of account holdings and account performance. Your account custodian(s) will provide you with periodic or annual tax reports, trade confirmations and monthly or quarterly statements. 11  Item 14 – Client Referrals and Other Compensation Incoming Referrals Elevation Wealth Partners has been fortunate to receive many client referrals over the years. The referrals came from current clients, attorneys, accountants, employees, family, personal friends of employees and other similar sources. Elevation Wealth Partners, as a matter of policy and practice, does not compensate any persons, i.e. individuals or entities, for the referral of advisory clients to the firm. Outgoing Referrals Elevation Wealth Partners does not accept referral fees or any form of remuneration from other professionals when a prospect or client is referred to them. We receive an economic benefit from Schwab and Focus Partners Advisor Services in the form of products and services they make available to us and other independent investment advisors that have their client accounts maintained at these firms. Please refer to Item 12: Brokerage Practices above for disclosures on research and other benefits we may receive resulting from our relationship with Charles Schwab and Focus Partners Advisor Services. Item 15 – Custody Under government regulations, we are deemed to have custody of your assets if you authorize us to instruct Schwab or another custodian/broker to deduct advisory fees directly from your account. Your funds and securities will be held with a custodian, broker-dealer, bank, or other qualified custodian. We do not have physical custody of any of your funds and/or securities. You will receive account statements from the independent, qualified custodian(s) holding your funds and securities at least quarterly. The account statements from your custodian(s) will indicate the amount of our advisory fees deducted from your account(s) each billing period. You should carefully review account statements promptly when you receive them. We also urge you to compare custodian statements to the periodic portfolio reports you receive from us. Item 16 – Investment Discretion Discretionary Authority for Trading Before we can buy or sell securities on your behalf, you must first sign our Wealth Management Agreement, a power of attorney, and/or trading authorization forms. You grant our firm discretion over the selection and amount of securities to be purchased or sold for your account(s) without obtaining your consent or approval prior to each transaction. You may specify investment objectives, guidelines, and/or impose certain conditions or investment parameters for your account(s). For example, you may specify that the investment in any particular stock or industry should not exceed specified percentages of the value of the portfolio and/or restrictions or prohibitions of transactions in the securities of a specific industry or security. Discretionary trading authority facilitates placing trades in your accounts on your behalf so that we may promptly implement the investment policy that you have approved in writing. Please refer to the “Advisory Business” section in this brochure for more information on our discretionary management services. Limited Power of Attorney A limited power of attorney is a trading authorization for this purpose. You sign a limited power of attorney 12  so that we may execute the trades for you. Item 17 – Voting Client Securities Proxy Voting With the exception of certain clients that own individual stocks, Elevation Wealth Management does not vote proxies on behalf of clients. If you receive proxy materials, they will come directly from your custodian. Should we receive any on your behalf, we will promptly forward them to you in your preferred method of communication. Item 18 – Financial Information Elevation does not have any financial impairment that will preclude the firm from meeting contractual commitments to clients and has not been subject to any bankruptcy petition. Our firm does not require or solicit payment of fees in excess of $1,200 per client for more than six months in advance of services rendered. Item 19 - Additional Information Your Privacy We view protecting your private information as a top priority. Pursuant to applicable privacy requirements, we have instituted policies and procedures to ensure that we keep your personal information private and secure. We do not disclose any nonpublic personal information about you to any nonaffiliated third parties, except as permitted by law. In the course of servicing your account, we may share some information with our service providers, such as transfer agents, custodians, broker-dealers, accountants, consultants, and attorneys. We restrict internal access to nonpublic personal information about you to employees, who need that information in order to provide products or services to you. We maintain physical and procedural safeguards that comply with regulatory standards to guard your nonpublic personal information and to ensure our integrity and confidentiality. We will not sell information about you or your accounts to anyone. We do not share your information unless it is required to process a transaction, at your request, or required by law. You will receive a copy of our privacy notice prior to or at the time you sign an advisory agreement with our firm. Thereafter, we will deliver a copy of the current privacy policy notice to you on an annual basis. Please contact our main office at the telephone number on the cover page of this brochure if you have any questions regarding this policy. 13  Brochure Supplement (Part 2B of Form ADV) March 10, 2025 Elevation Wealth Partners LLC 3562 Round Barn, Suite 300 Santa Rosa, CA 95403 (707) 524-6131 200 Pringle Avenue, Suite 400 Walnut Creek, CA 94596 (925) 962-5600 7 4th Street, Suite 34 Petaluma, CA 94952 (707) 524-6131 Barry N. Mendelson Ryan K. Kosakura Andrew P. Kirchner Kevin N. Goulding Robert Y. Anderson Stephen L. Block Chad M. Vaughn Devin W. Hanson This brochure supplement provides information about Barry N. Mendelson (CRD# 2531235), Ryan K. Kosakura (CRD# 6427822), Andrew P. Kircher (CRD# 6298081), Kevin 14  Goulding (CRD# 7017074), Robert Y. Anderson (CRD# 2803134), Stephen L. Block (CRD# 4584035), Chad M Vaughn (CRD# 4821287), and Devin W. Hanson (CRD# 6453004) that supplements the Elevation Wealth Partners LLC brochure. You should have received a copy of that brochure. Please contact Barry N. Mendelson if you have not received Elevation Wealth Management LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Barry N. Mendelson, Ryan K. Kosakura, Andrew P. Kirchner, Kevin N. Goulding, Robert Y. Anderson, Stephen L. Block, Chad M Vaughn, and Devin W. Hanson is available on the SEC’s website at www.adviserinfo.sec.gov. 15  Item 2 - Educational Background and Business Experience Barry N. Mendelson (born 1972) Educational Background: B.A., Business Economics – Concentration in Accounting, University of California at Santa Barbara, 1995 Certificate in Personal Financial Planning, U.C. Berkeley Extension, 2004 Business Experience: ▪ Managing Member/Co-Chief Compliance Officer, and Wealth Advisor, Elevation Wealth Partners LLC, 7/14 to present. ▪ Owner and Financial Advisor, Elevation Wealth Management, Walnut Creek, CA 12/11 to 3/15. ▪ Financial Advisor, Just Plans, Etc., Walnut Creek, CA 1/10 to 5/15. ▪ Vice President, Charles Schwab Investment Management, San Francisco, CA 2/04 – 1/10. ▪ Manager, AXA Rosenberg, LLC, Orinda, CA 10/99 to 2/04. ▪ Manager, Neuberger Berman, Inc., San Francisco, CA 5/97 to 1/99. ▪ Analyst, Franklin Templeton Investments, San Mateo, CA 7/95 to 4/97. Certified Financial Planner, (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. CFP certification requirements: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Successful completion of the 10-hour CFP® Certification Exam. ▪ Three-year qualifying full-time work experience. ▪ 30 hours of board approved Continuing Education every two years. Ryan K. Kosakura (born 1968) Educational Background: B.A., Business Economics, University of California at Santa Barbara, 1992 M.B.A., Marketing/Information Technology emphasis, University of California at Irvine, 2000 Business Experience: ▪ Wealth Advisor, Elevation Wealth Partners LLC, 12/14 to present. ▪ Hudson Insurance Group 10/08 to 06/14 ▪ Carpenter Moore (a NASDAQ Company) 3/03 to 10/08. ▪ @Road 2001 to 2003. 16  ▪ Cresenda Wireless 2000 to 2001. ▪ Verizon Wireless 1995 to 2000. ▪ Deloitte & Touche 1992 to 1995. Certified Financial Planner, (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. To date, completed CFP certification requirements include: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Passed the 10-hour CFP® Certification Exam, November 2018. ▪ Three-year qualifying full-time work experience. ▪ 30 hours of board approved Continuing Education every two years. Certified Public Accountant, CPA (inactive) ▪ Licensed and regulated by the CA State Board of Accountancy. ▪ Bachelor’s degree from an accredited college or university with 150 semester units of education including 24 units in accounting-related subjects. ▪ 3 years of qualifying work experience under the supervision of a CPA. ▪ Completed Uniform CPA Examination. Chartered Financial Analyst, CFA Chartered Financial Analysts are licensed by the CFA Institute to use the CFA mark. CFA certification requirements: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of Levels 1, 2, and 3 of the CFA Exam. ▪ Have four years of acceptable professional work experience in investment decision making. ▪ Provide professional reference statements. ▪ Adherence to the Member’s Agreement and the Professional Conduct Statement. Andrew P. Kirchner (born 1982) Educational Background: B.S. Information Systems Management, University of Maryland, University College, 2009 B.S. Finance, Salisbury University 2011 M.B.A. University of Maryland, College Park, 2013 17  Business Experience: ▪ Financial Planner and Portfolio Manager, Elevation Wealth Partners LLC, 11/20 to present. ▪ Accounting Technician, City of Vallejo, 01/2020 – 08/2020 ▪ Trade Operations/Portfolio Analyst, Assetmark Financial, Inc, Concord, CA 03/2019 to 04/2019. ▪ Overlay Manager, Envestnet, Chicago, IL 01/2018 to 12/2018 ▪ Overlay Manager, FDX Advisors, Inc. Sacramento, CA 12/2015 to 12/2017. ▪ Investment Advisor Representative, SCF Investment Advisors, Fresno, CA 05/2014 – 04/2015 ▪ Registered Rep/Due Diligence Analyst, SCF Securities, Fresno, CA - 02/2014 – 04/2015 ▪ Strategy Analyst, Arrow Investment Advisors, Olney, MD 08/2011 to 07/2013 ▪ Education, 08/2008 to 08/2011 Certified Financial Planner (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. To date, completed CFP certification requirements include: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Passed the 6-hour CFP® Certification Exam, July 2024. ▪ Four-year qualifying full-time work experience. ▪ 30 hours of board approved Continuing Education every two years. Kevin N. Goulding (born 1957) Educational Background: B.A., Psychology, Minor Business. California State University, Sacramento, 1981 MBA Concentration in Finance & Accounting. University of California, Davis, 1984 Certificate in Personal Financial Planning, U.C. Berkeley Extension, 2017 Business Experience: ▪ Wealth Advisor, Elevation Wealth Partners LLC, Santa Rosa, CA 05/21 to present. ▪ Jacobson Wealth Management 10/2018 to 05/2021. ▪ Investment Advisor, United Planners Financial Services of America. CA 11/2018 to 05/2021. ▪ Registered Representative, United Planners Financial Services of America. CA 10/2018 to 05/2021. ▪ Finance Director, Global Foundries, Santa Clara, CA 08/2014 to 05/2018. ▪ CFO/VP of Operations, Saverglass, Inc. Napa, CA 07/2009 to 06/2014. 18  Certified Financial Planner (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. To date, completed CFP certification requirements include: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Passed the 10-hour CFP® Certification Exam, November 2014. ▪ Four-year qualifying full-time work experience. ▪ 30 hours of board approved Continuing Education every two years. Robert Y. Anderson (born 1956) Educational Background: B.A., Business Administration, Azusa Pacific University, 1978 M.B.A., Taxation, Golden Gate University, 1985 Business Experience: ▪ Wealth Advisor, Elevation Wealth Partners LLC 10/23 to present. ▪ Northgate Advisors 12/2013 to present. ▪ Private Ocean Wealth Management Advisor 04/2013 to 12/2013. ▪ Vista Wealth Management 04/2009 to 11/2012. ▪ BPM Advisors 08/2012 to 10/2012. ▪ BPM Wealth Management 09/2005 to 03/2009. ▪ BB&R Wealth Management 04/1997 to 09/2005. Certified Public Accountant, CPA ▪ Licensed and regulated by the CA State Board of Accountancy. ▪ Bachelor’s degree from an accredited college or university with 150 semester units of education including 24 units in accounting-related subjects. ▪ 3 years of qualifying work experience under the supervision of a CPA. ▪ Completed Uniform CPA Examination. Certified Financial Planner, (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. CFP certification requirements: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Successful completion of the 10-hour CFP® Certification Exam. ▪ Three-year qualifying full-time work experience. 19  ▪ 30 hours of board approved Continuing Education every two years. Certified Valuation Analyst, (CVA) ▪ Bachelor’s degree from an accredited college or university. ▪ Accumulate a minimum of 1,500 hours of business valuation experience within the five years prior to applying for the CVA designation. ▪ Complete 90 hours of specialized training in business valuation from approved sources. ▪ Pass the Certified Valuation Analyst exam. Stephen L. Block (born 1967) Educational Background: B.A., Quantitative Economic Decision Science from University of California, San Diego, 1989 M.B.A., Accounting and Finance, University of Michigan’s Ross School of Business, 1994 Business Experience: ▪ Wealth Advisor, Elevation Wealth Partners LLC, 10/23 to present. ▪ Phocas Financial 01/05 to 02/24. ▪ Bay Isle Financial LLC 09/96 to 12/04. ▪ M & T Bank 07/94 to 07/96 ▪ University Of Michigan Business School 08/92 to 05/94. ▪ Howard Johnson & Co 07/89 to 07/92. Chartered Financial Analyst, CFA Chartered Financial Analysts are licensed by the CFA Institute to use the CFA mark. CFA certification requirements: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of Levels 1, 2, and 3 of the CFA Exam. ▪ Have four years of acceptable professional work experience in investment decision making. ▪ Provide professional reference statements. ▪ Adherence to the Member’s Agreement and the Professional Conduct Statement. Certified Financial Planner (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. To date, completed CFP certification requirements include: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Passed the 6-hour CFP® Certification Exam, November 2024. ▪ Four-year qualifying full-time work experience. 20  ▪ 30 hours of board approved Continuing Education every two years. Chad M. Vaughn (born 1975) Educational Background: B.A., History from California State University, San Francisco, 2000 Business Experience: ▪ Elevation Wealth Partners LLC, 12/23 to present. ▪ Phocas Financial 02/20 to 11/23 ▪ First Republic Investment Management 05/05-12/19. ▪ UBS Financial Services 02/04-04/05. ▪ Banc of America Securities 05/03-01/04. Devin W. Hanson (born 1988) Educational Background: BA in Sociology at University of California, Santa Barbara (2010) Certificate in Financial Planning, Pepperdine University (2018) Business Experience: ▪ Financial Planner, Elevation Wealth Partners LLC, 03/25 to present. ▪ Wealth Advisor, Wealth Enhancement Group 03/2022- 02/2025 ▪ Wealth Advisor, Director of Financial Planning, Vintage Wealth Advisors, Financial Advocates Investment Management and LPL 02/2015-03/2022 ▪ Operations Specialist, Bay Commercial Bank 01/2014-02/2015 ▪ Practice Success Associate, Zoc Doc 07/2013-12/2014 ▪ Customer Representative, Bay Commercial Bank 01/2013-07/2013 ▪ Banana Republic 11/2011-12/2012 ▪ Abercrombie and Fitch 07/2010-11/2011 ▪ Student (2010) Certified Financial Planner (CFP): Certified Financial Planners are licensed by the CFP Board to use the CFP mark. To date, completed CFP certification requirements include: ▪ Bachelor’s degree from an accredited college or university. ▪ Completion of the financial planning education requirements set by the CFP Board (www.cfp.net). ▪ Passed the 6-hour CFP® Certification Exam, November 2019 ▪ Four-year qualifying full-time work experience. ▪ 30 hours of board approved Continuing Education every two years. Item 3 - Disciplinary Information 21  Barry N. Mendelson There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Barry N. Mendelson. Ryan K. Kosakura There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Ryan K. Kosakura. Andrew P. Kirchner There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Andrew P. Kirchner. Kevin N. Goulding There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Kevin N. Goulding. Robert Y. Anderson There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Robert Y. Anderson. Stephen L. Block There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Stephen L. Block. Chad M. Vaughn There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Chad M. Vaughn. Devin W. Hanson There are no legal or disciplinary events material to a client’s or prospective client’s evaluation of Devin W. Hanson. Item 4 - Other Business Activities Barry N. Mendelson Barry N. Mendelson is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Ryan K. Kosakura Ryan K. Kosakura is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a 22  substantial source of his income. Andrew P. Kirchner Andrew P. Kirchner is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Kevin N. Goulding Kevin N. Goulding is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Robert Y. Anderson Robert Y. Anderson is the President of Robert Y. Anderson, CPA, Inc. for the purpose of providing tax planning and tax preparation services. Robert Y. Anderson is dual registered with both Elevation Wealth Partners LLC and Northgate Advisors. Stephen L. Block Stephen L. Block is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Chad M. Vaughn Chad M. Vaughn is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Devin W. Hanson Devin W. Hanson is not engaged in any investment-related business or occupation apart from Elevation Wealth Partners LLC. He is not engaged in any other business activity which involves a substantial source of his income or time. Item 5 - Additional Compensation Barry N. Mendelson Barry N. Mendelson does not receive any financial compensation for advisory services separate from Elevation Wealth Partners LLC. Ryan K. Kosakura Ryan K. Kosakura does not receive any financial compensation for advisory services separate from Elevation Wealth Partners LLC. Andrew P. Kirchner 23  Andrew P. Kirchner does not receive any financial compensation for advisory services separate from Elevation Wealth Partners LLC. Kevin N. Goulding Kevin N. Goulding does not receive any financial compensation for advisory services outside of Elevation Wealth Partners LLC. Robert Y. Anderson Robert Y. Anderson receives financial compensation for providing tax planning and tax preparation services at Robert Y. Anderson, CPA, Inc. Stephen L. Block Stephen L. Block does not receive any financial compensation for advisory services outside of Elevation Wealth Partners LLC. Chad M. Vaughn Chad M. Vaughn does not receive any financial compensation for advisory services outside of Elevation Wealth Partners LLC. Devin W. Hanson Devin W. Hanson does not receive any financial compensation for advisory services outside of Elevation Wealth Partners LLC. Item 6 - Supervision Barry N. Mendelson Barry N. Mendelson is supervised by Andrew P. Kirchner. He reviews Barry N. Mendelson’s work through frequent office interactions as well as remote interactions. He also reviews Barry N. Mendelson’s activities through our client relationship management system. Ryan K. Kosakura Ryan K. Kosakura is supervised by Andrew P. Kirchner. He reviews Ryan K. Kosakura’s work through frequent office interactions as well as remote interactions. He also reviews Ryan K. Kosakura’s activities through our client relationship management system. Andrew P. Kirchner Andrew P. Kirchner is supervised by Barry N. Mendelson. He reviews Andrew Kirchner’s work through frequent office interactions as well as remote interactions. He also reviews Andrew P. Kirchner’s activities through our client relationship management system. Kevin N. Goulding Kevin N. Goulding is supervised by Andrew P. Kirchner. He reviews Kevin N. Goulding’s work through frequent office interactions as well as remote interactions. He also reviews Kevin N. 24  Goulding’s activities through our client relationship management system. Robert Y. Anderson Robert Y. Anderson is supervised by Andrew P. Kirchner. He reviews Robert Y. Anderson’s work through frequent office interactions as well as remote interactions. He also reviews Robert Y. Anderson’s activities through our client relationship management system. Stephen L. Block Stephen L. Block is supervised by Andrew P. Kirchner. He reviews Stephen L. Block’s work through frequent office interactions as well as remote interactions. He also reviews Stephen L. Block’s activities through our client relationship management system. Chad M. Vaughn Chad M. Vaughn is supervised by Andrew P. Kirchner. He reviews Chad M. Vaughn’s work through frequent office interactions as well as remote interactions. He also reviews Chad M. Vaughn’s activities through our client relationship management system. Devin W. Hanson Devin W. Hanson is supervised by Andrew P. Kirchner. He reviews Devin W. Hanson’s work through frequent office interactions as well as remote interactions. He also reviews Devin W. Hanson’s activities through our client relationship management system. SUPERVISOR’S contact information: Andrew P. Kirchner (925) 962-5602 andrew@elevationwp.com 25