Waycrest Wealth

EST. AUM
$2,434,909,737

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Detroit
CRD Number
Website waycrestwealth.com
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Overview

Waycrest Wealth is a trade name of Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser. Waycrest Wealth is not separately registered with the SEC. Elevation Point Wealth Partners, LLC is a registered investment adviser headquartered in the United States, offering a broad suite of investment advisory and financial planning services to high-net-worth individuals, families, and institutional clients. The firm operates under multiple trade names, including Family Office Partners, and delivers both discretionary and non-discretionary advisory solutions through a network of Investment Adviser Representatives (IARs) and solicitors. With a foundation dating back to 2005, the firm is wholly owned by Elevation Point, LLC, and is led by Managing Partners Greg D. Anderson and John L. Sabre. Elevation Point’s services span customized asset management, portfolio construction, retirement consulting, and co-advisory solutions through a range of model strategies and separately managed portfolios. As of December 31, 2024, the firm manages approximately $2.43 billion in client assets.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Waycrest Wealth

Platform Details

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