Holly Hynes
Investment adviser representative at Elevation Point Wealth Partners, LLC
12 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
12 years in the industry.
- Elevation Point Wealth Partners, LLCJan 2026 to now
- Bank of America, N.A.Aug 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Jan 2026
- The Just CompanySep 2020 to Aug 2021
- Tlg Advisors, IncJan 2019 to Aug 2020
- M Holdings Securities, Inc.Feb 2016 to Dec 2018
- Mack Financial GroupDec 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6426216
- Firm CRD
- 137068