Elevatus Wealth Management, LLC

Elevatus Wealth Management, LLC (CRD# 325629) is a financial advisory firm headquartered in Victor, NY. They manage $346,469,001 in 775 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1501 Pittsford Victor Road, Suite 101, Victor, NY 14564
https://www.elevatuswealth.com/
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $447,057
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MD, NC, NY, TX, VT

Financial Advisors at Elevatus Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brittany Buffington, financial advisor Victor NY
Brittany A. Buffington
CRD#: 5526510
1501 Pittsford Victor Road, Suite 101, Victor, NY 14564

Brittany Buffington (CRD# 5526510) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 15 years of experience in the finance industry.

2
Daniel Hare, financial advisor Victor NY
Daniel J. Hare
CRD#: 4686625
1501 Pittsford Victor Road, Suite 101, Victor, NY 14564

Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.

3
Peter Newman, financial advisor Victor NY
Peter L. Newman
CRD#: 1554224
1501 Pittsford Victor Road, Suite 101, Victor, NY 14564

Peter Newman (CRD# 1554224) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals