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, SEC-registered RIA organized as an LLC. The firm reports serving both individual/family and institutional clients and provides a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The owner structure is individual ownership. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees, with the capacity to levy performance-based charges in select situations. The firm also acts as an insurance broker.
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 1MATTHEW SWENDIMAN
Chief Executive OfficerCRD 2849367
Contacts
3 of 5Megan Rinaudo
Senior Wealth AdvisorCRD 6210776
Peter Newman
Senior Wealth AdvisorCRD 1554224
John Sherrill
Financial 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
Similar firms
THE PITTI GROUP WEALTH MANAGEMENT, LLC
RIAVICTOR, NY
COOPER/HAIMS ADVISORS, LLC
RIAVICTOR, NY
PROSPERITY ADVISORY GROUP LLC
RIAVICTOR, NY
FLFS ADVISORY LLC
RIAVICTOR, NY
EVER GREEN WEALTH MANAGEMENT, LLC
RIAVICTOR, NY
PIANO WEALTH MANAGEMENT
RIAVICTOR, NY