South Burlington, VT Office

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.