Elevatus Wealth Management, LLC

RIASEC Registered

Total AUM

$513M

Discretionary

$496M

97% of AUM

Avg account

$455K

Accounts

1,129

Employees

Advisory reps

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. The firm is SEC-registered (registration year 2023) and is owned by an individual principal. Its client mix includes both high‑net‑worth individuals and families as well as institutional clients. Advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting; the firm also operates as an insurance broker. The firm charges a variety of fee types — percentage of assets under management, hourly and fixed fees, and performance‑based fees among others — which allows flexibility across client engagements and product wrappers. The firm does not identify as an active ESG investor.