LEVATUS LLC

CRD 287811 · SEC 801-128064

115 NEWBURY STREET, SUITE 503, BOSTON, MA, 02116, United States

Phone

(617) 505-4710

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$173.9M

Discretionary AUM

$138.8M

Team

4 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
Individuals	11	$4.4M
High net worth individuals	35	$169.4M

LA, MA, RI, VA, NH

Official SEC filing: View on IAPD