SW
Scott C. Wohlers
ELEVATION POINT WEALTH PARTNERS
Tequesta, FL 33469
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CRD#: 6917656
SW
Scott C WohlersELEVATION POINT WEALTH PARTNERS
Professional summary
Scott C Wohlers is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Tequesta, 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
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Scott C Wohlers'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 17, 2026 - Present
ELEVATION POINT WEALTH PARTNERS, LLC
Office #1: 307 Tequesta Drive, Tequesta, FL 33469RIA
CRD#: 137068
Tequesta, FL
Past
April 24, 2018 - July 10, 2026
RIVERPLACE CAPITAL MANAGEMENT INC
RIA
CRD#: 109079
JACKSONVILLE, FL
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 | 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 - (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
Florida(6/17/2026)
Current Firm
EP
ELEVATION POINT WEALTH PARTNERS, LLC
BESTER WEALTH MANAGEMENT | WAYCREST WEALTH | TRITON WEALTH, LLC | TRIPLE H FINANCIAL SERVICES | 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 - (1/3/2006 Approved)Loading...
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
68
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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