Levatus LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Levatus LLC provides wealth advisory and investment management services to individuals, high net worth individuals, trusts and estates. The firm manages roughly $174 million for a modest client base and offers both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and consulting.
The firm’s investment process is grounded in fundamental analysis and is primarily long‑term in orientation, with portfolios built from individual stocks, bonds, ETFs, mutual funds, REITs and, when appropriate, alternative investments. Engagements begin with a detailed, analytical risk‑tolerance assessment and include ongoing monitoring and the opportunity for clients to place reasonable restrictions on holdings.
Notably, Levatus may employ short‑term margin borrowings and options contracts in client accounts, and the brochure indicates a willingness to use borrowing and derivatives where suitable—practices that are uncommon among peers in this category. The firm pairs this capability with a holistic “wealth counsel” approach that coordinates planning with outside specialists and leverages an institutional custodian platform to support its advisory services.
Client services
Expertise
Fee options
Flat fees range from $10,000 to $250,000 annually
0.25% to 1.25% annually (based on assets under management)
Minimum fee: Flat engagement fee ranging from $10,000 to $250,000 annually Fee-only: Fees charged as flat annual engagement fee or asset-based fee (0.25% to 1.25% annually)
Main office
115 Newbury Street, Suite 503
Boston MA 02116
Advisors at this office
2
Most active in
Louisiana · Massachusetts · New Hampshire · Rhode Island · Virginia
Also doing business as
Levatus LLC · The Nexus Partnership LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Elizabeth D
Series 65
Boston, MA
Levatus LLC
Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.
Susan D
Series 63, Series 65, Series 66
Boston, MA
Levatus LLC
Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.
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