Steven Bernard Powers
Investment adviser representative at Elevation Point Wealth Partners, LLC
20 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
20 years in the industry.
- Elevation Point Wealth Partners, LLCJan 2024 to now
- Legacy Investments & Insurance ServicesApr 2004 to now
- Innovation Partners LLCJan 2024 to Dec 2024
- LPL Financial LLCFeb 2018 to Jan 2024
- LPL FinancialJan 2018 to Jan 2018
- Harbour Investments, IncApr 2004 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (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
- 4377497
- Firm CRD
- 137068