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ELEVATUS WEALTH MANAGEMENT, LLC
Tel: 585-565-4450
1501 Pittsford Victor Road Suite 101
Victor, New York 14564
ELEVATUS WEALTH MANAGEMENT, LLC
ELEVATUS WEALTH MANAGEMENT, LLC is a Victor, New York based financial advisory firm with nearly $346,469,001 in assets under management and provides investment advisory services for 775 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
325629
SEC#:
801-127608
No. of Clients:
775
Assets under Management
$346,469,001
No. of Advisors:
6
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