Elevatus Wealth Management LLC

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Assets, Funds, Holdings

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Elevatus Wealth Management LLC
CRD #325629
SEC #801-127608
CIK #
AUM $346.5 MM (2024-03-27)
Employees 6 (67% Investors, 0% Brokers)
Phone585-565-4450
Address1501 Pittsford Victor Road
Victor, NY 14564
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 259 35.5
(b) Individuals (high net worth individuals) 505 306.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 3.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 1.5
(n) Other 0 0.0
Total 775 346.5
By Discretionary
Discretionary 775 346.5
Non-Discretionary 0 0.0
Total 775 346.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 346.5
Total 775 346.5
Comparable Firms State AUM ($BB)
BCR Wealth Strategies LLC
AL 0.3
Virtera Partners LLC
OH 0.3
Plan Group Financial Inc
OK 0.3
Trellis Wealth Advisors LLC
CA 0.3
Baldwin & Clarke Advisory Services LLC
NH 0.3
Newton One Investments LLC
DE 0.3
Wealth Advisors of Tampa Bay LLC
FL 0.3
Morgan Dempsey Capital Management LLC
WI 0.3
Websterrogers Financial Advisors LLC
SC 0.3
Mark J Snyder Financial Services Inc
NY 0.3
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