Elevatus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$498,876,835
Clients
326
Advisors
4
across 3 offices
About
Elevatus Wealth Management serves individual and high‑net‑worth clients, as well as institutional and retirement plan sponsors, providing discretionary investment management, financial planning, and separately managed account (SMA) servicing. The firm also offers financial consulting, trustee services, advisory relationships with broker‑dealers, and consulting to private investment sponsors.
Elevatus employs both active and passive strategies—using fundamental, technical, relative‑strength, and charting analysis—and offers access to third‑party model portfolios, alternatives, options, and digital‑asset strategies. The firm manages accounts on a discretionary basis and, for certain clients and strategies, offers performance‑based fee arrangements and the use of borrowing or margin within SMA solutions.
Compared with many peers, Elevatus routinely discloses and manages several uncommon features: it participates in revenue‑sharing arrangements with SMA providers and investment platforms, its supervised persons include licensed insurance agents who may offer commissionable insurance products, and it provides performance‑fee accounts and borrowing/leverage options in separately managed solutions. These structural features, along with trustee roles and private sponsor consulting, are identified in the brochure as potential conflicts of interest and are addressed through disclosure and compliance processes.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Private investment sponsor consulting services offered under fixed-fee arrangements; financial consulting may have negotiated fees.
$0+: up to 1.50% annually (may use flat percentage fee, tiered fee schedule, or linear breakpoint fee schedule as specified in advisory agreement) $0+: SMA Servicing Fee from 0 to 100 basis points annually (0.10%-1.00%), varies by selected SMA solution; minimum investments vary by solution
Hourly charges mentioned in SEC Part 1 data but not specifically detailed in brochure; financial planning consulting fees may be negotiated on hourly basis.
Certain clients may have performance-based fees with high-water marks; terms vary per client.
Fee-only: Investment management fees based on AUM; financial planning services included within advisory fees; private investment sponsor consulting fees may be fixed fee arrangements.
Main office
See office1501 Pittsford Victor Road, Suite 101
Victor NY 14564
Advisors at this office
2
Offices (3)
Most active in
California · Colorado · Connecticut · Florida · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Vermont · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John S
Series 66
Virginia Beach, VA
Elevatus Wealth Management, LLC
John Sherrill Jr. is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 license and 18 years of industry experience. He previously worked at Edward Jones for 18 years before joining Elevatus Wealth Management. Elevatus Wealth Management serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, providing discretionary investment management, financial planning, and separately managed account servicing. The firm employs both active and passive investment strategies and offers services including financial consulting, trustee roles, and advisory relationships with broker-dealers.
Megan H
CFP®, Series 63, Series 65
Victor, NY
Elevatus Wealth Management, LLC
Megan Horvat is a CFP® with 13 years of industry experience, currently serving at Elevatus Wealth Management, LLC. Her prior roles include positions at Thorley Wealth Management, Commonwealth Financial Network, Bank of America, and Merrill. She holds Series 63 and Series 65 licenses. Elevatus Wealth Management serves individual and high-net-worth clients, institutional clients, and retirement plan sponsors with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive investment strategies and offers access to a range of alternative and digital-asset solutions.
Daniel H
Series 66
Victor, NY
Elevatus Wealth Management, LLC
Daniel Hare is a financial advisor with Elevatus Wealth Management, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Bank of America, Merrill, and TRU Independence Asset Management. Outside of advising, he owns an LLC involved in buying and racing harness horses at Buffalo and Batavia Raceway. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients with discretionary investment management, financial planning, and separately managed account services. The firm employs both active and passive strategies and offers access to alternative investments, performance-based fees, and trustee and consulting services.
Peter N
Series 63, Series 66
South Burlington, VT
Elevatus Wealth Management, LLC
Peter Newman is a financial advisor at Elevatus Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. In addition to his advisory role, he is a licensed insurance agent servicing clients with insurance needs. Elevatus Wealth Management serves individual, high-net-worth, institutional, and retirement plan clients, offering discretionary investment management, financial planning, and trustee services. The firm employs both active and passive strategies, including access to third-party models, alternatives, options, and digital assets.
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