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ELEVATUS WEALTH MANAGEMENT, LLC

VICTOR, NY · CRD 325629 · IAPD ↗ · elevatuswealth.com · 585-565-4450

$513.4MRegulatory AUM
4Advisory reps
9Employees
300Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — ELEVATUS WEALTH MANAGEMENT, LLC notice-filed in MA, NJ, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ELEVATUS WEALTH MANAGEMENT, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2026 — ELEVATUS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($438.1M -> $513.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
76
April 2026 — ELEVATUS WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
December 2025 — ELEVATUS WEALTH MANAGEMENT, LLC now reports custody of client assets ($438.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2025 — ELEVATUS WEALTH MANAGEMENT, LLC reported RAUM up 26% ($346.5M -> $438.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ELEVATUS WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — ELEVATUS WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — ELEVATUS WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — ELEVATUS WEALTH MANAGEMENT, LLC notice-filed in CT, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2024 — ELEVATUS WEALTH MANAGEMENT, LLC reported RAUM up 57% ($220.5M -> $346.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.