
Ex-UBS Team Creates $3.6B RIA With Elevation Point Backing
Published on November 4, 2026
A Fort Worth team left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point and custody through Goldman Sachs.

A Fort Worth team left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point and custody through Goldman Sachs.