Thomas Cullen
Investment adviser representative at Elevation Point Wealth Partners, LLC
15 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
15 years in the industry.
- Elevation Point Wealth Partners, LLCSep 2025 to now
- Elevation Point Wealth Partners, LLC dba Loxahatchee CapitalSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- UBS Financial Services IncMay 2011 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5407664
- Firm CRD
- 137068