LEVATUS LLC

BOSTON, Massachusetts·1 registered advisor·CRD# 287811
SEC# 801-1280641(617) 505-4710
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEVATUS LLC

1 registered advisor
Susan Elizabeth Dahl
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. LEVATUS LLC (CRD# 287811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.