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MA

Madeline A Armstrong

ELEVATION POINT WEALTH PARTNERS
Indianapolis, IN
·CRD# 7624293·4 years experience

Professional Summary

Madeline A Armstrong is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Indianapolis, Indiana. Madeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Madeline has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

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

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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

4 years in the financial services industry

Current & Past Employments

ELEVATION POINT WEALTH PARTNERS, LLC·CRD# 137068
RIA
450 East 96th Street, Suite 125, Indianapolis, IN 46240
January 23, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Indianapolis, IN
November 28, 2022 - January 28, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Indianapolis, IN
October 26, 2022 - January 28, 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.

I passed the Indiana Real Estate Broker Licensing exam, but have not filed my official license application. (I passed in August '22 and have 365 days to apply) I plan on filing to apply for it, but holding it in inactive status which means the license is inactive and I cannot do anything with it. This is not an investment-related activity and I don't plan on spending any time using my license.

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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
Indiana
(1/23/2026)

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 66 — Uniform Combined State Law Examination

Passed Nov 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Sep 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Madeline A Armstrong's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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