Elevatus Wealth Management, LLC
● SEC registered since 2023CRD 325629SEC# 801-127608Victor, NY
Reg. AUM
$513.4M
Employees
9
Accounts
1,129
Location
Victor, NY
Elevatus Wealth Management, LLC assets under management
Elevatus Wealth Management, LLC is an investment advisory firm registered with the SEC based in Victor, NY. The firm has been registered since 2023. It reports $513.4 million in regulatory assets under management and employs 9 people.
Elevatus Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel F Antocicco Control | Founder/Managing Director | Under 5% | 2023 |
| Daniel J Hare Control | Founder/Managing Director | Over 75% | 2023 |
| Matthew Ashley Swendiman Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Elevatus Wealth Management, LLC manage?
Elevatus Wealth Management, LLC reports $513.4 million in regulatory assets under management on its Form ADV.
How many employees does Elevatus Wealth Management, LLC have?
Elevatus Wealth Management, LLC reports 9 employees.
Where is Elevatus Wealth Management, LLC located?
Elevatus Wealth Management, LLC is based in Victor, NY and has been SEC-registered since 2023.
Does Elevatus Wealth Management, LLC disclose fund performance?
Elevatus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1501 Pittsford Victor Road, Suite 101, Victor, NY 14564 |
| Phone | 585-565-4450 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$513.4M▲ 48%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$513.4Mregulatory AUM
Discretionary $496.3MNon-discretionary $17.2M