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ELEVATUS WEALTH MANAGEMENT, LLC
CRD 325629 · SEC 801-127608
1501 PITTSFORD VICTOR ROAD, SUITE 101, VICTOR, NY, 14564, United States
Phone
585-565-4450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$513.4M
Discretionary AUM
$496.3M
Team
9 total employees; 4 advisory reps; 300 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; RETAINER
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $50.2M |
| High net worth individuals | 136 | $448.6M |
| Pension/profit sharing plans | 2 | $13.6M |
| Charitable organizations | 1 | $972K |
| Corporations/business entities | 2 | $22K |
States served
VT, CA, CO, MD, MA, NJ, NY, NC, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD