Elevatus Wealth Management, LLC

CRD 325629 · Victor, NY · $513.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 325629
SEC number: 801-127608
Firm type: RIA
Assets under management: $513.4M as of Jun 12, 2026
Website: www.elevatuswealth.com ↗
Phone: 585-565-4450
Address: 1501 Pittsford Victor Road, Victor, NY, 14564

Advisors at this firm

5 in our index · page 1 of 1

Daniel F AntociccoCRD 4253396 · Victor, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Daniel J HareCRD 4686625 · Victor, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Megan HorvatCRD 6210776 · Victor, NY

IA RegisteredRegistration inactive
Peter L NewmanCRD 1554224 · South Burlington, VT

IA RegisteredRegistration inactive
John Thomas SherrillCRD 5509954 · Virginia Beach, VA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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