Elevatus Wealth Management, LLC
Elevatus Wealth Management, LLC is an SEC-registered wealth manager in Victor, NY with $513.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Elevatus Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325629, SEC 801-127608, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $513.4M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Victor, NY
- Employees
- 9
- Clients
- 331
- CRD
- 325629
- Ownership
- HARE, DANIEL, J; SIZEMORE, STACY, LEIGH; Antocicco, Daniel, F; PLUMMER, CHRISTOPHER, GEORGE; SWENDIMAN, MATTHEW, ASHLEY
How much AUM does Elevatus Wealth Management, LLC have?
Elevatus Wealth Management, LLC reported $513.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Elevatus Wealth Management, LLC?
Disclosed owners and executives of Elevatus Wealth Management, LLC include HARE, DANIEL, J, SIZEMORE, STACY, LEIGH, Antocicco, Daniel, F, PLUMMER, CHRISTOPHER, GEORGE, SWENDIMAN, MATTHEW, ASHLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.