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Principal and Chief Compliance Officer · Elevation Wealth Partners LLC

Robert F. Monahan

CRD 1997136 · Named on Form ADV at one SEC-registered adviser

At a glance

Elevation Wealth Partners LLC, an SEC-registered wealth manager with $220 million in regulatory assets, lists Robert F. Monahan on its Form ADV as Principal and Chief Compliance Officer, a control person.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.