Maximillian M. Stewart

ELEVATION POINT WEALTH PARTNERS

Atlanta, GA 30328

CRD#: 8108877

Some features on this profile are disabled

Professional summary

Maximillian Mason Stewart is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Atlanta, Georgia.

Maximillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Maximillian has worked at 2 firms and has passed the Series 65, Series 63 and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximillian Mason Stewart'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 27, 2026 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 5775 Glenridge Drive Building C Suite 100, Atlanta, GA 30328

RIA

CRD#: 137068

Atlanta, GA

Past

June 5, 2025 - March 5, 2026

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Atlanta, GA

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(4/27/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/21/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/12/2024

Securities Industry Essentials Examination

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA

Registered Investment Advisory firm - (1/3/2006 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (2/11/2026)

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Maximillian M. Stewart

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maximillian Mason Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATION POINT WEALTH PARTNERS, LLC

FLORIDA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2025

Series 63

Date: 3/1/2025

SIE

Date: 11/12/2024

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

Similar Advisors