Levatus LLC
Levatus LLC is an SEC-registered ria in Boston, MA with $173.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Levatus LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287811, SEC 801-128064, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $173.9M (2026-05-06)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 4
- Clients
- 46
- CRD
- 287811
- Ownership
- DAHL, SUSAN, ELIZABETH; THE NEXUS GROUP, LLC; DAHL, SUSAN, E
How much AUM does Levatus LLC have?
Levatus LLC reported $173.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Levatus LLC?
Disclosed owners and executives of Levatus LLC include DAHL, SUSAN, ELIZABETH, THE NEXUS GROUP, LLC, DAHL, SUSAN, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.