Elevatus Wealth Management LLC

ITEM 5 - FEES AND COMPENSATION
 Fee Schedule & Billing Method
 Elevatus offers services on a fee basis based upon assets under management or advisement.
 Investment Management Services Fees
 The annual management fee for our Investment Management Services is based on the total dollar asset
 value of the assets maintained in your account. The fee assessed and/or charged is based on what is
 stipulated in the Investment Advisory Agreement signed by each client.
 Our annual fee ranges up to 1.50% annually and is assessed and/or charged monthly in arrears, based on
 the prior month-end value. Inflows and outflows of cash are considered on a prorated basis in this
 calculation. Margin debits in accounts will decrease the fee calculated. Fees can be structured in one of
 the following ways: a fixed flat percentage fee on total assets in the account, a tiered fee schedule
 whereby the fee is calculated by applying different rates to different levels of assets or a linear fee
 schedule where a breakpoint percentage fee is assessed to total assets in the account . Financial planning
 services are included in the investment advisory fees.
 We discuss our discretionary authority below under Item 16 – Investment Discretion.

 Advisory Services to Brokerage Customers
 Elevatus receives an advisory fee based on the Assets Under Management from Brokerage Customers who
 have provided written consent to a broker/dealer to receive the investment advisory service from Elevatus
 and have entered into a written advisory contract with the Firm. The advisory fee is calculated in advance
 based on the value of the Assets Under Management from Brokerage Customers as of the end of the
 previous quarter. The maximum advisory fee will not exceed 1% annually. This advisory fee is paid by the
 broker-dealer and is not charged to the client separately.
 Private Sponsor Consulting Compensation

Elevatus Wealth Management Disclosure Brochure                                                    June 2026

 Elevatus may receive compensation from private investment sponsors or issuers for consulting,
 reporting infrastructure, technology support, investor education, communication strategy, and strategic
 advisory services. Such compensation is paid pursuant to fixed-fee arrangements and is not contingent
 upon investor participation, capital commitments, assets raised, transaction closings, or investment
 performance.
 SMA Servicing Fees
 The Elevatus Separately Managed Account (“SMAs”) offering allows advisors the ability to offer a variety
 of solutions to meet their clients fee-based, asset management objectives. SMA solutions are delivered
 through discretionary asset management with the choice of external, unaffiliated, third-party
 manager(s). SMA solutions include a wide range of security portfolios that they manage for our Advisors
 and clients and may include but are not limited to, ETFs, equities, ADRs, cash, and fixed income
 securities. The SMA Servicing Fee, or Investment Fee is calculated from the Assets Under Management as
 of the end of a calendar quarter period multiplied by the annualized rate and can range from 0 to 100 basis
 points. The SMA solutions have minimum investments which may vary depending upon the selected
 solution.
 Other Fees and Expenses
 In addition to the advisory fees paid to Elevatus, clients may incur certain charges imposed by other third
 parties, such as broker-dealers, custodians, trust companies, platform service providers, banks, and other
 financial institutions (collectively “Financial Institutions”). These additional charges may include securities
 brokerage commissions, transaction fees, custodial fees, fees attributable to alternative assets, reporting
 charges, margin costs, charges imposed directly by a mutual fund or ETF in a client’s account, as disclosed
 in the fund’s prospectus (e.g., fund management fees and other fund expenses), deferred sales charges,
 odd-lot differentials, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on
 brokerage accounts and securities transactions. The Firm’s brokerage practices are described at length in
 Item 12, below.
 Direct Fee Debit
 Clients generally provide Elevatus with the authority to directly debit their accounts for payment of the
 investment advisory fees. The Financial Institutions that act as the qualified custodian for client accounts,
 from which the Firm retains the authority to directly deduct fees, have agreed to send statements to
 clients not less than quarterly detailing account transactions, including any amounts paid to the Firm.
 Account Additions and Withdrawals
 As stated above, clients may make additions to and withdrawals from their accounts at any time, subject
 to Elevatus’ right to terminate an account. Additions may be in cash or securities, provided that the Firm
 reserves the right to liquidate any transferred securities or declines to accept particular securities into a
 client’s account. Clients may withdraw account assets on notice to the Firm, subject to the usual and
 customary securities settlement procedures. However, the Firm generally designs its portfolios as long-
 term investments, and the withdrawal of assets may impair the achievement of a client’s investment
 objectives. The Firm may consult with its clients about the options and implications of transferring
 securities. Clients are advised that when transferred securities are liquidated, they may be subject to
 transaction fees, short-term redemption fees, fees assessed at the mutual fund level (e.g., contingent
 deferred sales charges), and/or tax ramifications.
 Termination
 Either party may terminate the advisory agreement at any time by providing written notice to the other

Elevatus Wealth Management Disclosure Brochure                                                     June 2026

 party. The client may terminate the agreement at any time by writing Elevatus at our office. Elevatus will
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ITEM 7 - TYPES OF CLIENTS
 Elevatus provides asset management, financial consulting, ERISA plan advisory & consulting, investment
 advisory consultation, advisory services to broker-dealers, and selection of third-party money managers.
 Our services are provided on a discretionary basis to a variety of clients, such as institutional investors,
 individuals, high net worth individuals, trusts and estates, qualified purchasers, and individual participants
 of retirement plans. In addition, we may also provide advisory services to entities such as pension and
 profit-sharing plans, businesses, and other investment advisers.
 Account Requirements
 Elevatus does not have a specific account minimum.