ELEVATUS WEALTH MANAGEMENT, LLC

1501 Pittsford Victor Road
Suite 101
Victor, New York 14564
Tel: 585-565-4450

About ELEVATUS WEALTH MANAGEMENT, LLC

ELEVATUS WEALTH MANAGEMENT, LLC, formally registered with the SEC as ELEVATUS WEALTH MANAGEMENT, LLC. The firm was established in 04/18/2023. They have over 3 offices throughout the country.

ELEVATUS WEALTH MANAGEMENT, LLC is a Victor, New York based Financial Planning firm with nearly $346,469,001 assets under management, offering retirement planning & investment advisory services to 775 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325629
SEC#	801-127608
Assets Managed by Firm	$346,469,001
No. of Clients	775
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	775	$346,469,001
Individuals (other than high net worth individuals)	259	$35,488,046
High net worth individuals	505	$306,372,111
Pension and profit sharing plans	2	$3,131,250
Corporations or other businesses	9	$1,477,594

More Retirement Planning firms in Victor, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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