Angelo Vincent Esposito
Investment adviser representative at Elevation Point Wealth Partners, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.3BFirm assets
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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 2026 to now
- UBS Financial Services IncOct 2019 to Jan 2026
- Bank of America, N.A.Dec 2009 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2006 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 5080429
- Firm CRD
- 137068