Robert Ross is a control person of Elevation Point Wealth Partners and directly owns under 5% of it. Robert Ross holds a Juris Doctor from Rutgers University School of Law.
Elevation Point Wealth Partners is an investment adviser based in Denver, CO, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $8.29 billion, as filed on 22 September 2026. Its fees, ownership and offices are on the firm’s profile.
Rob Ross is Managing Director, Chief Compliance Officer of Elevation Point. He leads the firm's compliance strategy and regulatory oversight across Elevation Point and its network of partner firms. Before joining Elevation Point, he was the inaugural Chief Compliance Officer of Advisors Capital Management and, before that, Chief Compliance and Risk Officer at Boston Private Wealth. Earlier he was Senior Counsel at MarketCounsel.
- CRD
- 5869750
- Firm
- Elevation Point Wealth Partners · CRD 137068
- Role
- Chief Compliance Officer
- In role since
- July 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Denver, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevationpoint.com
Where does Robert Ross work?
Robert Ross has been Chief Compliance Officer of Elevation Point Wealth Partners, LLC since July 2026, and is a control person of the firm.
How can I verify Robert Ross’ record?
Robert Ross’ role is listed on Elevation Point Wealth Partners, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 137068.
