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Financial ADVSR advisor directory · SEC adviser records

Elevatus Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Elevatus Wealth Management, LLC, by the state and city of the office they work from.

4 registered advisors work at Elevatus Wealth Management, LLC, in 3 states and 3 cities; the most are in Victor, NY (2). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Elevatus Wealth Management, LLC advisor by name →Elevatus Wealth Management, LLC: assets, clients and custodians →

Cities with the most Elevatus Wealth Management, LLC advisors

Victor, NY 2South Burlington, VT 1Virginia Beach, VA 1

Elevatus Wealth Management, LLC advisors by state

Elevatus Wealth Management, LLC in New York 2

Victor 2

Elevatus Wealth Management, LLC in Virginia 1

Virginia Beach 1

Elevatus Wealth Management, LLC in Vermont 1

South Burlington 1

Questions

How many financial advisors does Elevatus Wealth Management, LLC have?

4 investment adviser representatives are registered with Elevatus Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Elevatus Wealth Management, LLC have the most advisors?

Victor, NY, with 2 registered advisors, then South Burlington, VT (1). By state, New York has the most, with 2.

How do I find a Elevatus Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Elevatus Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Elevatus Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →