Maximillian Mason Stewart
Investment adviser representative at Elevation Point Wealth Partners, LLC
11 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
11 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2026 to now
- Hampton Bluff Capital PartnersMar 2026 to now
- Florida Financial Advisors dba Georgia Financial AdvisorsMay 2025 to Feb 2026
- Georgia Financial AdvisorsJan 2025 to Apr 2025
- Hendricks Automotive - Mall of Georgia MazdaMay 2023 to Aug 2023
- Clemson UniversityAug 2022 to Dec 2024
- Georgia Gwinnett CollegeJan 2021 to Aug 2022
- UnemployedJan 2020 to Jan 2021
- Emmanuel CollegeJan 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8108877
- Firm CRD
- 137068