Matthew Alan Harbarcuk
Investment adviser representative at Elevation Point Wealth Partners, LLC
13 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
13 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to now
- Transcend Wealth Collective, LLCSep 2020 to Apr 2025
- Bank of America, N.A.Aug 2018 to Sep 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5732790
- Firm CRD
- 137068