ELEVATUS WEALTH MANAGEMENT, LLC

VICTOR, New York·2 registered advisors·CRD# 325629
SEC# 801-1276081585-565-4450
01

Firm Overview

AUM
$346M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ELEVATUS WEALTH MANAGEMENT, LLC

2 registered advisors
Daniel F Antocicco
VICTOR, New York
Daniel J Hare
VICTOR, New York
05

Office Locations

VICTOR, New York
2 advisors

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Data sourced from SEC Form ADV filings. ELEVATUS WEALTH MANAGEMENT, LLC (CRD# 325629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.