Michael David Klever
Investment adviser representative at Elevation Point Wealth Partners, LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Innovation Partners LLCMay 2022 to now
- Princeton Fund Advisors, LLCFeb 2016 to now
- Elevation Point Wealth Partners, LLCMar 2008 to now
- Northern Lights Distributors, LLCDec 2017 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, MN).
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
- 2962076
- Firm CRD
- 137068