Jack Monahan
Elevation Wealth Partners · West Palm Beach, Florida
Jack Monahan is a fee-only financial advisor at Elevation Wealth Partners in West Palm Beach, Florida. Elevation Wealth Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Elevation Wealth Partners |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $219.6M across 269 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8260738 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.elevationwealthpartners.net |
| Profile |
How Jack's firm compares
- Elevation Wealth Partners's average account is about $816,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Jack
Is Jack Monahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Elevation Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, Elevation Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Jack Monahan based?
Jack Monahan is based in West Palm Beach, Florida.
Is Jack Monahan registered with the SEC?
Yes. Jack Monahan is registered as an investment adviser representative in FL (CRD 8260738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevation Wealth Partners manage?
Elevation Wealth Partners reports $219.6M across 269 accounts in assets under management.
How do I contact Jack Monahan?
Through Jack's website, www.elevationwealthpartners.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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