Benjamin T. Domingue
ELEVATION POINT WEALTH PARTNERS | Private Wealth Advisor
Lafayette, LA 70508
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CRD#: 3244392
Professional summary
Benjamin Thomas Domingue, who also goes by Ben Dominque, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Lafayette, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Philanthropic services
Loans/credit services
Financial planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Ben Dominque
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.
1. Elevation Point Wealth Partners d/b/a Family Office Partners. Investment Related. At Reported Location. RIA. IAR. 6/2025. 160 Hrs/Mo; All During Trading Hours. Financial Advisor. 2. Fixed Insurance. Investment Related. At Reported Location. Fixed Insurance. Agent. 6/2025. 1 Hr/Mo; All During Trading Hours. Provide Insurance Advice Based on Client Needs. 3. AMG Hospitals, Inc. Not Investment Related. At Reported Location. Rehabilitation Hospitals. Board Member. 4/2012. 2 Hrs/Mo; 1 During Trading Hours. Board Member. 4. MTYK Properties LA LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 6/2017. 2 Hrs/Mo; 0 During Trading Hours. Holding Company for Real Estate. 5. Acadiana Management Group. Not Investment Related. At Reported Location. Acute Care Services. Board Member. 2/2018. 2 Hrs/Mo; 0 During Trading Hours. Attend Quarterly Board Meeting and Offsite Event. 6. ACG Louisiana. Not Investment Related. At Reported Location. Corporate Growth. Board Member. 5/2021. 3 Hrs/Mo; All During Trading Hours. Talk about Upcoming events the Group Hosts. 7. Family Office Partners, SPV LLC. Investment Related. At Reported Location. Holding Company. Member. 1 Hr/Mo; 0 During Trading Hours. 6/2025. Membership Interests Owned. 8. FOP Consulting, LLC. Investment Related. At Reported Location. Pass-Through Entity. Owner. 6/2025. 0 Hrs/Mo; During Trading Hours. LLC that Receives Income from Advisory Business. 9. FOP Capital, LLC. Not Investment Related. At Reported Location. Disregarded Entity. Owner. 6/2025. 0 Hrs/Mo;During Trading Hours. Secured for Name Only. 10. MTYK Rentals, LLC. Not Investment Related. At Reported Location. Holding Company. Owner. 1 Hr/Mo; 0 During Trading Hours. 8/2020. Holding Company for a Boat.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Thomas Domingue's 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®
NoneExperience
Current
June 18, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508RIA
CRD#: 137068
Lafayette, LA
Current
June 18, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 2000 Kaliste Saloom Rd Suite 100, Lafayette, LA 70508BD
CRD#: 35747
ALBANY, NY
Past
January 18, 2005 - June 30, 2025
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
Lafayette, LA
Past
April 30, 2004 - June 30, 2025
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Lafayette, LA
Past
August 14, 1999 - May 3, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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 | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/18/2025)
IAR
California(6/19/2025)
RR
Colorado(6/18/2025)
IAR
Colorado(6/30/2025)
RR
Florida(6/18/2025)
RR
Louisiana(6/18/2025)
IAR
Louisiana(6/30/2025)
RR
New York(6/18/2025)
IAR
New York(7/2/2025)
RR
Texas(6/18/2025)
IAR
Texas(6/18/2025)
RR
Virginia(6/18/2025)
IAR
Virginia(7/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | SUPERIORWEALTH PARTNERS, LLC | MOUNT YALE INVESTMENT ADVISORS, LLC | MOUNT YALE INVESTMENT ADVISORS | LOXAHATCHEE CAPITAL | FORTAGE CAPITAL ADVISORS | FAMILY OFFICE PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC
CRD#: 137068 / SEC#: 801-65068
RIA
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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
61
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,324 |
| AUM (Assets Under Management) | $ 2,434,909,737 |
Red Flags
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Company Information
ELEVATION POINT WEALTH PARTNERS, LLC
Private Wealth AdvisorCRD#: 137068Lafayette, LA 70508TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
