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| Happy Holidays!! thanks for using AUM13F!! |
| Levatus LLC
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| CRD # | 287811 |
| SEC # | 801-128064 |
| CIK # | |
| AUM | $151.8 M (2025-05-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-505-4710 |
| Address | 115 Newbury Street Boston, MA 02116 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.8 |
| (b) Individuals (high net worth individuals) | 30 | 149.0 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 151.8 |
| By Discretionary | ||
| Discretionary | 139 | 126.3 |
| Non-Discretionary | 65 | 25.5 |
| Total | 204 | 151.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.8 | |
| Total | 204 | 151.8 |
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Independent Wealth Advisors LLC
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0.2 | |
|
Greenbelt Investment Advisors LLC
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