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| Keyboard |
| Elevatus Wealth Management LLC
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|---|---|
| CRD # | 325629 |
| SEC # | 801-127608 |
| CIK # | |
| AUM | 513.4 M (2026-06-12) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 585-565-4450 |
| Address | 1501 Pittsford Victor Road Victor, NY 14564 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 50.2 |
| (b) Individuals (high net worth individuals) | 136 | 448.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 13.6 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,129 | 513.4 |
| By Discretionary | ||
| Discretionary | 1,088 | 496.3 |
| Non-Discretionary | 41 | 17.2 |
| Total | 1,129 | 513.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.4 | |
| Total | 1,129 | 513.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 300 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Long Run Wealth Advisors LLC
✚
|
NY | 514.2 M |
|
Searcy Financial Services Inc
✚
|
KS | 514.0 M |
|
Uhler Vertich White Advisors LLC
✚
|
FL | 513.7 M |
|
Serenity Investment Advisors LLC
✚
|
IL | 513.6 M |
|
Allocator Solutions LLC
✚
|
MO | 513.5 M |
|
Dew Point Capital Inc
✚
|
CA | 513.2 M |
|
GGM Financial LLC
✚
|
OH | 513.0 M |
|
Wakefield Wealth Management LLLP
✚
|
CO | 512.9 M |
|
Edge Financial Advisors LLC
✚
|
IL | 512.5 M |
|
Leo Wealth Americas LLC
✚
|
TX | 512.3 M |