Elevatus Wealth Management, LLC
Firm details
- Headquarters
- Victor, New York
- CRD number
- 325629
- Registered since
- April 18, 2023
- Website
- www.elevatuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDUCIARY TRUST COMPANY INTERNATIONAL
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI87.38%
- Individuals9.79%
- Pension & Profit Sharing Plans2.64%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Elevatus Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm also operates as an insurance broker. Its fee arrangements are flexible, including percentage-of-AUM billing, hourly and fixed fees, and arrangements that can include performance-based fees and other fee structures. Elevatus is not identified as an active ESG investor and its filings indicate it uses third-party managers for alternative allocations rather than acting as a direct capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents11%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Swendiman
Chief Executive OfficerCRD 2849367
Contacts
3 of 5
Megan Rinaudo
Senior Wealth AdvisorCRD 6210776
Peter Newman
Senior Wealth AdvisorCRD 1554224
John Sherrill
Senior Wealth AdvisorCRD 5509954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$192M in ETFs
74%
$142M
24%
$49.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY SEMICONDUCTOR BULL 3X ETF (SOXL) | Direxion | Passive | Trading Leveraged Equity | $14.7M | 55,095 | 7.66% |
Location
Victor, NY
Ontario
Location
Victor, NY
Headquartered in Victor, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Ontario
- Address
- 1501 Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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