LEVATUS LLC

RIASEC RegisteredEst. 2023
Total AUM
$174M
Discretionary
$139M
80% of AUM
Avg account
$740K
Accounts
235
Employees
4
Advisory reps
2

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
287811
Registered since
May 30, 2023
Website
www.levatuswealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI97.45%
  • Individuals2.55%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Levatus LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm focuses on individuals and families, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with fixed fees. Levatus does not position itself as a capital allocator or a pension consultant, and it does not flag active ESG investing as part of its stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, US Government Bonds 26%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Private Funds 1%58%
  • Exchange Traded Equities58%
  • US Government Bonds26%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1

  • SUSAN DAHL

    Chief Executive OfficerCRD 1784216

Contacts

1 of 1

  • ELIZABETH Darling

    Partner and Co-FounderCRD 3114940

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
115 Newbury St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth