Elevatus Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victor, NY. Its latest Form ADV filing, dated April 21, 2026, reports $513M in regulatory assets under management, 9 employees, 2 offices, and 1,129 accounts.
Assets Under Management
$513M
Employees
9
Offices
2 offices
Total Clients
331
Primary office
VICTOR, NY
1501 PITTSFORD VICTOR ROAD, SUITE 101, VICTOR, NY, United States
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
190
2
HNWI
41.1%
136
3
Pension Plans
0.6%
2
4
Corporations
0.6%
2
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$513Mas of April 21, 2026
Discretionary96.7%
$496M
97% of total RAUM96.7%
Non-discretionary3.3%
$17M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$513M
Total Accounts1,129
10Y AUM Change+$513M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee37:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.