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 formed as an LLC and SEC-registered in 2023. The firm serves a mix of individuals, families and institutional clients and provides financial planning, portfolio management for individual and small-business clients as well as for businesses and institutions, and pension consulting. Elevatus also operates an insurance brokerage alongside its advisory services. Its fee model is flexible and includes percentage-of-AUM, hourly, fixed-fee, performance-based and other arrangements. The firm reports it is not an active ESG investor and is not a capital allocator; it typically uses third-party managers for alternative exposure.
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 71Active vs passive
$106M in ETFs
67%
$70.7M
30%
$35M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK IG FLOATING RATE ETF (FLTR) | VanEck | Passive | Ultrashort Bond | $9M | 351,838 | 8.48% |
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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