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Scott C Wohlers

ELEVATION POINT WEALTH PARTNERS
Fernandina Beach, FL
·CRD# 6917656·8 years experience

Professional Summary

Scott C Wohlers is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Fernandina Beach, Florida. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Scott has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

ELEVATION POINT WEALTH PARTNERS, LLC·CRD# 137068
RIA
1560 Park Lane, Suite 1, Fernandina Beach, FL 32034
June 17, 2026 - Present
RIVERPLACE CAPITAL MANAGEMENT INC·CRD# 109079
RIA
Jacksonville, FL
April 24, 2018 - July 10, 2026

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Current Firm

EP
ELEVATION POINT WEALTH PARTNERS, LLC

BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRUING CAPITAL ADVISORS | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | TRADEWINDS WEALTH PARTNERS | 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 - SEC (1/3/2006 Approved)

Contact Information

Main Address

1580 Lincoln Street Suite 680, Denver, CO 80203

Phone Number

(303) 382-2880

# of Employees

91

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

430661 (7/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,386

AUM (Assets Under Management)

$8,290,502,368

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ACTIVITY 1 - DOWNTOWN INVESTMENT AUTHORITY Business Address: 117 W Duval Street, Suite 310, Jacksonville, FL 32202 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Vice Chair Start Date: 03/2024 Nature of Business: Independent agency of the City of Jacksonville. Reviews development incentive packages and pro formas in the downtown tax increment districts, administers and reinvests tax increment revenue to promote economic development, and returns non-revenue-generating parcels to productive use. Approximate hours/month: 15 Approximate hours/month during trading hours: 5 Description of Duties: Board member of the Downtown Investment Authority since 2024, currently serving as Vice Chair of the Board. Attend and participate in board and committee meetings, review board and budget materials, and vote on matters before the Board. Committee assignments are set annually by the Board Chair. No investment authority. Compensated? No ACTIVITY 2 - JACKSONVILLE SPEECH & HEARING CENTER Business Address: 1010 N Davis Street, Suite 101, Jacksonville, FL 32209 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Chair-Elect Start Date: 09/2019 Nature of Business: Nonprofit (501(c)
(3)) speech and hearing health clinic. Approximate hours/month: 10 Approximate hours/month during trading hours: 10 Description of Duties: Board member and Chair-Elect. Serve on the Center's Investment Committee, which meets quarterly with the Center's third-party investment manager and provides oversight to confirm the manager is adhering to the Center's Investment Policy Statement. Provide no securities advice or investment recommendations. Compensated? No

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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 | TRUING CAPITAL ADVISORS | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | TRADEWINDS WEALTH PARTNERS | 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 - SEC (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.
IAR
Florida
(6/17/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2018About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Scott C Wohlers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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