Matthew A. Harbarcuk

ELEVATION POINT WEALTH PARTNERS

Bloomfield Hills, MI 48302

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CRD#: 5732790

Professional summary

Matthew Alan Harbarcuk, who also goes by Matt Harbarcuk, Matthew Alan Harbarcuk, Matthew Harbarcuk, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Bloomfield Hills, Michigan and PURSHE KAPLAN STERLING INVESTMENTS located in Bloomfield Hills, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Harbarcuk | Matthew Alan Harbarcuk | Matthew Harbarcuk

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.

Matthew Harbarcuk is dually-registered with Elevation Point Wealth Partners, LLC and Purshe Kaplan Sterling Investments, Inc. ("PKS"). Matthew Harbarcuk has served as an investment advisor representative for Elevation Point Wealth Partners, LLC since 4/2025 and as a registered representative with PKS since 09/2020. Business is conducted from the Registered Branch office location. Approximately 90% of Matthew Harbarcuk's time is for services as an investment advisor representative, and the balance as a registered representative. Insurance Sales; Registered Branch Office Location; Non-Investment Related; Approximately 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Harbarcuk'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

April 16, 2025 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 4190 Telegraph Road Suite 3300, Bloomfield Hills, MI 48302

RIA

CRD#: 137068

Bloomfield Hills, MI

Current

September 17, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 4190 Telegraph Road Suite 3300, Bloomfield Hills, MI 48302

CRD#: 35747

Bloomfield Hills, MI

Past

September 4, 2020 - May 1, 2025

TRANSCEND CAPITAL ADVISORS, LLC

RIA

CRD#: 299723

Bloomfield Hills, MI

Past

October 4, 2013 - September 10, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

October 4, 2013 - September 10, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

October 1, 2012 - September 27, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BRIGHTON, MI

Past

October 1, 2012 - September 27, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

BRIGHTON, MI

Past

January 11, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BELLEVILLE, MI

Past

January 9, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BELLEVILLE, MI

Past

January 26, 2010 - May 3, 2010

EDWARD JONES

RIA

CRD#: 250

SOUTH LYON, MI

Past

December 18, 2009 - May 3, 2010

EDWARD JONES

CRD#: 250

SOUTH LYON, 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".

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.

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

Arizona
(9/17/2020)

Connecticut
(9/17/2020)

District of Columbia
(9/17/2020)

Florida
(9/17/2020)

Georgia
(9/17/2020)

Illinois
(9/17/2020)

Louisiana
(9/17/2020)

Maryland
(9/17/2020)

Michigan
(9/17/2020)

IAR

Michigan
(4/16/2025)

Minnesota
(9/17/2020)

New Hampshire
(9/17/2020)

New Jersey
(9/17/2020)

New York
(9/17/2020)

North Carolina
(9/17/2020)

Ohio
(9/17/2020)

Oklahoma
(9/17/2020)

South Carolina
(9/17/2020)

Utah
(9/17/2020)

Virginia
(9/17/2020)

Wisconsin
(9/17/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2009

General Securities Representative Examination

SRO Registrations

FINRA

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

Matthew A. Harbarcuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Harbarcuk's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

TRANSCEND CAPITAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2009

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2009

FINRA

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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