Andrew Clifton Keller
Investment adviser representative at Elevation Point Wealth Partners, LLC
23 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
23 years in the industry.
- Elevation Point Wealth Partners, LLCJun 2026 to now
- Pks InvestmentsNov 2023 to now
- Inscription Capital, LLCSep 2023 to now
- Intrua Advisory Group LLC (dba: Cogent Advisory Group LLC)Nov 2018 to Sep 2023
- Intrua FinancialOct 2015 to Sep 2023
- LPL Financial, LLCJul 2003 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4682790
- Firm CRD
- 137068