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DK

David Krunch W. Kloberdanz

ELEVATION POINT WEALTH PARTNERS | Senior Vice President–Wealth Management
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 3005283
DK

Professional summary

David Krunch Whitfield Kloberdanz, CFA, who also goes by David Krunch Kloberdanz, David Whitfield Kloberdanz, Krunch Kloberdanz, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Atlanta, Georgia.

David Krunch is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David Krunch has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Krunch Kloberdanz | David Whitfield Kloberdanz | Krunch Kloberdanz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Krunch Whitfield Kloberdanz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

February 16, 2026 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 5775 Glenridge Drive Building C Suite 100, Atlanta, GA 30328
RIA
CRD#: 137068
Atlanta, GA
Past

December 15, 2015 - February 24, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ATLANTA, GA
Past

December 15, 2015 - February 24, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ATLANTA, GA
Past

September 19, 2008 - December 17, 2015

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
ATLANTA, GA
Past

September 19, 2008 - December 17, 2015

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
ATLANTA, GA
Past

April 28, 2004 - October 9, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
ATLANTA, GA
Past

October 14, 2003 - October 9, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
ATLANTA, GA
Past

April 29, 1998 - February 9, 2001

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(2/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/20/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/9/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/13/2003
General Securities Representative Examination

Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | SAGEPOINT CAPITAL PARTNERS | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | HARBOR VIEW PRIVATE WEALTH | HAMPTON BLUFF CAPITAL PARTNERS | FORTAGE CAPITAL ADVISORS | FORTA WEALTH PARTNERS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA
Registered Investment Advisory firm - (1/3/2006 Approved)
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Contact information

Main Address
1580 Lincoln Street Suite 680, Denver, CO 80203
Mailing Address
Phone number
(303) 382-2880
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts8,324
AUM (Assets Under Management)$ 2,434,909,737

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

Senior Vice President–Wealth ManagementCRD#: 137068Atlanta, GA 30328

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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