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ELEVATUS WEALTH MANAGEMENT, LLC
CRD 325629File 801-127608
APPROVED
Retail clients
Custody
Filing as of Jun 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$513.4M
Above cohort median (national)
Discretionary AUM
$496.3M
Non-discretionary $17.2M
Clients
331
1,129 accounts
Employees
9
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2023
- Principal office
- 1501 PITTSFORD VICTOR ROAD, SUITE 101, VICTOR, NY, 14564
- Phone
- 585-565-4450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $513.4M
- Discretionary AUM
- $496.3M
- Non-discretionary AUM
- $17.2M
- Discretionary accounts
- 1,088
- Non-discretionary accounts
- 41
- Total accounts
- 1,129
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $22K |
| Charitable organizations | Fewer than 5 | $972K |
| High net worth individuals | 136 | $448.6M |
| Pension and profit sharing plans | Fewer than 5 | $13.6M |
| Individuals (other than high net worth individuals) | 190 | $50.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.