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Elevatus Wealth Management, LLC

● SEC registered since 2023CRD 325629SEC# 801-127608Victor, NY
Export (members)
Reg. AUM
$438.1M
Employees
10
Accounts
1,203
Location
Victor, NY

Elevatus Wealth Management, LLC assets under management

Elevatus Wealth Management, LLC is an investment advisory firm registered with the SEC based in Victor, NY. The firm has been registered since 2023. It reports $438.1 million in regulatory assets under management and employs 10 people.
www.elevatuswealth.comView on SEC.gov ↗

Elevatus Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher George Plummer ControlChief Compliance OfficerUnder 5%2023
Daniel F Antocicco ControlFounder/Managing DirectorUnder 5%2023
Daniel J Hare ControlFounder/Managing DirectorOver 75%2023

Frequently asked questions

How much does Elevatus Wealth Management, LLC manage?

Elevatus Wealth Management, LLC reports $438.1 million in regulatory assets under management on its Form ADV.

How many employees does Elevatus Wealth Management, LLC have?

Elevatus Wealth Management, LLC reports 10 employees.

Where is Elevatus Wealth Management, LLC located?

Elevatus Wealth Management, LLC is based in Victor, NY and has been SEC-registered since 2023.

Does Elevatus Wealth Management, LLC disclose fund performance?

Elevatus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1501 Pittsford Victor Road, Suite 101, Victor, NY 14564
Phone585-565-4450
Office hours8a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$438.1M
Non-discretionary$0
Total (RAUM)$438.1M