Elevatus Wealth Management, LLC

RIASEC Registered

Total AUM

$513M

Discretionary

$496M

97% of AUM

Avg account

$455K

Accounts

1,129

Employees

9

Advisory reps

6

Firm details

Headquarters: Victor, New York
CRD number: 325629
Registered since: April 18, 2023
Website: www.elevatuswealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDUCIARY TRUST COMPANY INTERNATIONAL
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI87.38%
Individuals9.79%
Pension & Profit Sharing Plans2.64%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Elevatus Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional customers, offering a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its service mix includes fee structures based on a percentage of AUM as well as hourly, fixed, performance-based, and other fee arrangements. Elevatus also operates as an insurance broker and provides pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Public Funds/Mutual Funds32%
Cash & Cash Equivalents11%
Other2%
US Government Bonds1%

Owners & executives

1 of 1

Matthew Swendiman
Chief Executive OfficerCRD 2849367

Contacts

3 of 5

Daniel Antocicco
Senior Wealth AdvisorCRD 4253396
John Sherrill
Senior Wealth AdvisorCRD 5509954
Daniel Hare
Co-FounderCRD 4686625

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 72

Active vs passive

$192M in ETFs

Passive

74%

$142M

Active

24%

$49.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF (SOXL)	Direxion	Passive	Trading Leveraged Equity	$14.7M	55,095	7.66%

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Primary office

Victor, NY

Ontario

Location

Victor, NY

Headquartered in Victor, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area: Rochester-Batavia-Seneca Falls, NY
Region: Northeast
County: Ontario
Address: 1501 Pittsford Victor Rd
Time zone: ET (UTC-5)
Office locations

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