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LEVATUS LLC
115 Newbury Street
Suite 503
Boston, Massachusetts 02116
Tel: (617) 505-4710
About LEVATUS LLC
LEVATUS LLC, formally registered with the SEC as LEVATUS LLC. The firm was established in 05/30/2023. They have over 2 offices throughout the country.
LEVATUS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $137,548,749 assets under management, offering retirement planning & investment advisory services to 200 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287811 |
| SEC# | 801-128064 |
| Assets Managed by Firm | $137,548,749 |
| No. of Clients | 200 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 200 | $137,548,749 |
| Individuals (other than high net worth individuals) | 9 | $2,532,914 |
| High net worth individuals | 26 | $135,015,835 |
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