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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