ELEVATUS WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Victor

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

About 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

Firm CRD#:

325629

Firm SEC#:

801-127608

Assets Under Management:

$346,469,001

No. of Clients:

775

No. of Advisors:

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

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