Levatus LLC logo

Levatus LLC

Updated today

Client assets under management

$173,887,237

Clients

46

76% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

15

Very Low

Average account size

$3,780,157

About

LEVATUS provides wealth advisory and investment management services to individuals, high‑net‑worth individuals, trusts and estates, offering both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and coordination with outside specialists. The firm reports managing approximately $173.9 million for 46 clients through a three‑advisor team and serves as the primary point of contact for clients’ investment and administrative needs.

The firm’s investment process relies principally on fundamental analysis and a generally long‑term orientation, constructing portfolios from individual stocks, bonds, ETFs, mutual funds, REITs, options contracts and, where appropriate, alternative investments. LEVATUS emphasizes a rigorous risk tolerance assessment, ongoing monitoring and periodic rebalancing, and will implement portfolio changes for tax, concentration or liquidity reasons in consultation with clients.

A notable feature of LEVATUS, as disclosed in the brochure, is its use of options contracts and the potential for short‑term margin borrowings in client accounts—practices the firm discloses and describes in its risks sections that are less common among peers. The firm also combines hands‑on wealth counsel (including detailed tax and estate assessments) with a relatively small client base and substantial assets under management, which results in a concentrated advisor-to‑client relationship structure.

Client services

Financial planning Portfolio management

Expertise

Real estate investing

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Fee options

Fixed

Flat engagement fee ranging from $10,000 to $250,000 annually

Percentage

0.25% to 1.25% annually (tiered within this range based on assets and complexity)

Other

Minimum fee: Flat engagement fee ranging from $10,000 to $250,000 annually Fee-only: Fees based on assets under management or flat engagement fees; no commissions received

Main office location

Levatus LLC

115 Newbury Street, Suite 503

Boston MA 02116, United States

Number of offices

1

Most active in

Louisiana · Massachusetts · New Hampshire · Rhode Island · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jessica G

Series 63, Series 65

Boston, MA

Levatus LLC

Jessica Grande is a financial advisor at Levatus LLC in Boston, MA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Levatus since 2017, following roles at Prime, Buchholz and National Quality Review. Levatus LLC provides wealth advisory and investment management services to individuals, high net worth clients, trusts, and estates, emphasizing fundamental analysis and a long-term investment approach. The firm incorporates risk tolerance assessments, tax and estate considerations, and may use borrowing and derivative instruments in portfolio management.

Real estate investing
user avatar

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.

Real estate investing
user avatar

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.

Real estate investing
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