Barry Mendelson has been Managing Member/Principal of Elevation Wealth Partners since July 2014, is a control person of the firm and directly owns 75% or more of it.
Elevation Wealth Partners, LLC is a Walnut Creek, CA firm with $671M under management, 325 clients and 6 advisers across 3 offices, as of its August 2026 filing.
Barry Mendelson’s longest registration is the current one, 12 years at Elevation Wealth Partners since 2014. Before joining Elevation Wealth Partners in 2014, Barry Mendelson was registered through Elevation Wealth Management and Just Plans, Etc.
- – present · 12 yearsWalnut Creek, CA · Adviser representative · Firm CRD 123971
- Elevation Wealth Management– · 3 yearsWalnut Creek, CA · Adviser representative · Firm CRD 159150
- Just Plans, Etc– · 4 yearsWalnut Creek, CA · Adviser representative · Firm CRD 110288
Investment adviser representative registrations
Barry Mendelson is registered as an investment adviser representative in 2 states. The first approvals date from July 2014; the most recent is Texas, in April 2020.
- CaliforniaSince 15 July 2014
- TexasSince 7 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 1997 |
| Series 7 | General Securities Representative Examination | 21 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 December 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Barry Nathan Mendelson
- CRD
- 2531235
- Firm
- Elevation Wealth Partners · CRD 123971
- Role
- Managing Member/Principal
- Office
- 2121 NORTH CALIFORNIA BLVD, SUITE 290, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Barry Mendelson work?
Barry Mendelson has been Managing Member/Principal of Elevation Wealth Partners, LLC since July 2014, and is a control person of the firm.
Is Barry Mendelson a financial advisor?
Yes. Barry Mendelson has a current investment-adviser registration in California and Texas, through Elevation Wealth Partners since July 2014.
How many years of experience does Barry Mendelson have?
Barry Mendelson has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Barry Mendelson passed?
Barry Mendelson has passed 3 licensing exams: the Series 6, Series 7 and Series 63. The earliest, the Series 6, was passed in December 1995.
Where is Barry Mendelson based?
Barry Mendelson’s registered office is in Walnut Creek, CA.
Is Barry Mendelson registered with FINRA?
No. Barry Mendelson has no current broker registration.
How can I verify Barry Mendelson’s record?
Search CRD 2531235 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barry Mendelson’s full registration record.