Lowell J. Weiss
ELEVATION POINT WEALTH PARTNERS | Financial Advisor
Farmington Hills, MI 48334
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CRD#: 5713668
Professional summary
Lowell Jacob Weiss, CFP® is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Farmington Hills, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Lowell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Lowell has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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 Waycrest Wealth. Investment-related. At registered location. RIA. IAR. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 06/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Bearly Believable Rentals, LLC. Not investment-related. 116 Agnes Rd Ste 200, Knoxville, TN 37919. Real estate rental. Owner. 04/2025. 5 hrs/month. 1 hr during trading hrs. I am in the process of purchasing a cabin. I will rent it out should we buy it. Management company will do all the day to day.
CRS (Client Relationship Summary) - RIA
Click below to view Lowell Jacob Weiss'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®
CFP®
Start date: 2012
Experience
Current
July 11, 2025 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 31410 Northwestern Hwy, Suite G, Farmington Hills, MI 48334RIA
CRD#: 137068
Farmington Hills, MI
Current
July 14, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 31410 Northwestern Hwy Suite G, Farmington Hills, MI 48334BD
CRD#: 35747
ALBANY, NY
Past
March 3, 2010 - July 14, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
FARMINGTON HILLS, MI
Past
October 5, 2009 - July 14, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
FARMINGTON HILLS, MI
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
Alabama(7/14/2025)
RR
Alaska(7/14/2025)
RR
Arkansas(7/14/2025)
RR
California(7/14/2025)
RR
Colorado(7/14/2025)
RR
Connecticut(7/14/2025)
RR
Illinois(7/14/2025)
RR
Kentucky(7/14/2025)
RR
Maryland(7/14/2025)
IAR
Michigan(7/11/2025)
RR
Michigan(7/14/2025)
RR
New York(7/14/2025)
RR
North Carolina(7/14/2025)
RR
Ohio(7/14/2025)
RR
Pennsylvania(7/14/2025)
RR
Tennessee(7/14/2025)
IAR
Texas(7/11/2025)
RR
Virginia(7/14/2025)
RR
Washington(7/14/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (1/3/2006 Approved)Upgrade to AdvisorCheck Premium
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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
Financial AdvisorCRD#: 137068Farmington Hills, MI 48334TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
