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ELEVATUS WEALTH MANAGEMENT, LLC

Tel: 585-565-4450
1501 Pittsford Victor Road
Suite 101
Victor, New York  14564

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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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