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Building 2ELEVATUS WEALTH MANAGEMENT, LLC

Map pinVICTOR, NY
Phone585-565-4450
NotebookSEC #801-127608
Total AUM
$513.4M
Employees
9
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 PITTSFORD VICTOR ROAD
SUITE 101
VICTOR
NY 14564
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
585-565-4450
Other Offices
2

ReceiptFinancials

Total AUM
$513.4M
Accounts
1,129
Discretionary
$496.3M
Accounts
1,088
Non-Discretionary
$17.2M
Accounts
41

ContactClients

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Individual Clients
190
AUM
$50.2M
HNW Individual Clients
136
AUM
$448.6M
Pension/Profit Sharing Plan Clients
2
AUM
$13.6M
Charitable Organization Clients
1
AUM
$972K
Corporation or Business Clients
2
AUM
$21.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDNCNJNYPATXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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