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Chief Compliance Officer · Elevatus Wealth Management, LLC

Matthew A. Swendiman

CRD 2849367 · Named on Form ADV at 8 SEC-registered advisers

At a glance

Elevatus Wealth Management, LLC, an SEC-registered wealth manager based in Victor, NY with $513 million in regulatory assets, lists Matthew A. Swendiman on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Matthew at 7 other registered advisers.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
8 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

11 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.