Michael Joseph Ryan
Investment adviser representative at Elevation Point Wealth Partners, LLC
14 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
14 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2025 to now
- Triton WealthOct 2022 to Sep 2025
- Cambridge Investment Research Advisors, IncAug 2012 to Jan 2023
- Cambridge Investment Research, IncAug 2012 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 4820322
- Firm CRD
- 137068