Levatus LLC

Levatus LLC (CRD# 287811) is a financial advisory firm headquartered in Boston, MA. They manage $137,548,749 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
115 Newbury Street, Suite 503, Boston, MA 02116
http://www.levatuswealth.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $687,744
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Levatus LLC
Showing 1 - 3 of 3 top financial advisors.
1
Susan Dahl, financial advisor Boston MA
Susan E. Dahl
CRD#: 1784216
115 Newbury Street, Suite 503, Boston, MA 02116

Susan Dahl (CRD# 1784216) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 36 years of experience in the finance industry.

2
Elizabeth Darling, financial advisor Boston MA
Elizabeth W. Darling
CRD#: 3114940
115 Newbury Street, Suite 503, Boston, MA 02116

Elizabeth Darling (CRD# 3114940) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 6 years of experience in the finance industry.

3
Jessica Grande, financial advisor Boston MA
Jessica G. Grande
CRD#: 5374050
115 Newbury Street, Suite 503, Boston, MA 02116

Jessica Grande (CRD# 5374050) is an Investment Advisor Representative working at Levatus LLC in Boston, MA and has over 16 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.

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