Edward L. Hildebrand

ELEVATION POINT WEALTH PARTNERS

NEW BRAUNFELS, TX 78132

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CRD#: 4209760

Professional summary

Edward Lowell Hildebrand, who also goes by Edward Lowell Hildebrand III, Edward Lowell Hildebrand, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in New Braunfels, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 13 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward Lowell Hildebrand Iii | Edward Lowell Hildebrand

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) Concorde Holdings LLC, Investment related, 19500 Victor Parkway Suite 550 Livonia Mi 48152. Holding company for broker dealer and RIA, Senior Compliance Officer/Interim Chief Compliance Officer, Advertising Review Principal, review and approve marketing materials and public appearances. Full time 40 hours. 2) Concorde Asset Management, Investment related, 19500 Victor Parkway, Suite 550, Livonia Mi, 48152. Registered Investment Advisory firm, affiliate of the Broker/Dealer, Senior Compliance Officer/Advertising Review Principal. review and approval of CAM marketing materials and public appearances. Full time 40 hours .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Lowell Hildebrand'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®

None

Experience

Current

September 6, 2024 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 6027 Ballast Trail, New Braunfels, TX 78132

RIA

CRD#: 137068

NEW BRAUNFELS, TX

Past

September 19, 2023 - April 23, 2024

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

New Braunfels, TX

Past

September 19, 2023 - April 23, 2024

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

ANN ARBOR, MI

Past

April 10, 2023 - August 21, 2023

WEDBUSH SECURITIES INC.

RIA

CRD#: 877

Austin, TX

Past

April 10, 2023 - August 21, 2023

WEDBUSH SECURITIES INC.

CRD#: 877

PASADENA, CA

Past

August 16, 2021 - April 10, 2023

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

San Antonio, TX

Past

August 16, 2021 - April 10, 2023

SANCTUARY SECURITIES, INC.

CRD#: 205

MIAMI, FL

Past

May 8, 2019 - August 17, 2021

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HOUSTON, TX

Past

May 7, 2019 - August 17, 2021

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

March 12, 2019 - May 2, 2019

SOWELL MANAGEMENT

RIA

CRD#: 127145

NORTH LITTLE ROCK, AR

Past

August 21, 2017 - December 13, 2018

STEPHENS

RIA

CRD#: 3496

LITTLE ROCK, AR

Past

June 26, 2017 - December 13, 2018

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

October 14, 2015 - July 18, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

October 14, 2015 - July 18, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

April 7, 2010 - September 24, 2015

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HOUSTON, TX

Past

April 7, 2010 - September 24, 2015

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

February 20, 2008 - March 24, 2010

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SUGAR LAND, TX

Past

January 10, 2008 - March 24, 2010

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SUGAR LAND, TX

Past

May 6, 2005 - December 11, 2007

E*TRADE SECURITIES LLC

CRD#: 29106

DALLAS, TX

Past

July 15, 2004 - May 2, 2005

TD AMERITRADE, INC.

RIA

CRD#: 7870

PLANO, TX

Past

June 8, 2004 - May 2, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

October 11, 2000 - October 29, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

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".

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

Texas
(9/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/9/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/11/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/10/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/13/2010

General Securities Principal Examination

Current Firm

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

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	8,324
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.

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Advisor Monitoring

Firm Stability Insights

Edward L. Hildebrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Lowell Hildebrand's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

WEDBUSH SECURITIES INC.

WEDBUSH SECURITIES INC.

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

SOWELL MANAGEMENT

STEPHENS

STEPHENS

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

E*TRADE SECURITIES LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2004

Series 63

Date: 1/11/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/10/2000

Series 24

Date: 9/13/2010

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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