RIA Intelligence

ELEVATUS WEALTH MANAGEMENT, LLC

CRD #325629 SEC #801-127608 VICTOR, NY 585-565-4450
SEC Registered
Total AUM
$438.1M
Discretionary
$438.1M
Employees
10
Clients
0
Accounts
1,203

AUM Over Time

DateDec 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateNov 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateSep 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateAug 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateJul 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateJun 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateMar 2025
Total AUM$438.1M
Discretionary$438.1M
Non-Disc.$0
Employees10
Clients300
DateJan 2025
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0