Elevatus Wealth Management, Llc
- Regulatory AUM
- $513M
- Discretionary
- $496M
- Clients
- 331
- Avg AUM / client
- $1.6M
- Accounts
- 1,129
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 190 | $50.2M | 9.79% |
| High net worth individuals | 136 | $449M | 87.4% |
| Pension and profit sharing plans | 2 | $13.6M | 2.64% |
| Charitable organizations | 1 | $972K | 0.19% |
| Corporations and other businesses | 2 | $21.8K | 0.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel J Hare | Founder/Managing Director | Mar 2023 (3y) | 75% or more | |
| Daniel F Antocicco | Founder/Managing Director | Mar 2023 (3y) | Less than 5% | |
| Plummer, Christopher, George | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Peter L Newman | Registered representative | Jul 2023 (3y) | ||
| Megan Horvat | Registered representative | CFP | Jun 2024 (2y) | |
| John Thomas Sherrill | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • RETAINER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $448M (87% of AUM) Jun 2026
- Fiduciary Trust Company $31.1M (6% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗