Andrew Howard Moss
Investment adviser representative at Elevation Point Wealth Partners, LLC
32 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
32 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to now
- Transcend Capital Advisors, LLCSep 2020 to Apr 2025
- Bank of America,NADec 2009 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1994 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (MI).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2503107
- Firm CRD
- 137068