SEC Form ADV

ELEVATUS WEALTH MANAGEMENT, LLC

Firm profile: Elevatus Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$513.4M

Assets Under Management

300

Total Clients

Employees

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Registration Details

Accession: crd-325629
Location: VICTOR, NY
Filing Date: September 17, 2026
AUM: $513.4M
Total Clients: 300
Institutional Clients: 3
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

ELEVATUS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in VICTOR, NY, managing approximately $513.4M in assets across 300 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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