{
  "crd_number": 287811,
  "slug": "levatus-llc-boston-ma-287811",
  "primary_business_name": "LEVATUS LLC",
  "legal_name": "LEVATUS LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 173887237.0,
  "raum_discretionary": 138784946.0,
  "raum_non_discretionary": 35102291.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4439638.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 169447599.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MA",
    "NH",
    "RI",
    "VA"
  ],
  "websites": [
    "https://facebook.com/LEVATUSWEALTH",
    "https://instagram.com/levatuswealthlifestyle",
    "https://levatuswealth.com",
    "https://linkedin.com/company/11277704"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287811",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/levatus-llc-boston-ma-287811",
  "display_name": "Levatus LLC",
  "summary": "Levatus LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.",
  "citation": "AdvisorCensus. Levatus LLC (CRD 287811): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Levatus LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Levatus LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Levatus LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 6, 2026 states: Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Levatus LLC located?",
      "a": "Levatus LLC's principal office is in Boston, MA, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Levatus LLC registered with the SEC or a state?",
      "a": "Levatus LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 287811."
    },
    {
      "q": "How much does Levatus LLC manage?",
      "a": "Levatus LLC reports $173,887,237 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (80% discretionary)."
    },
    {
      "q": "How have Levatus LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Levatus LLC: Regulatory assets under management: $122,220,899 in the October 2023 data and $173,887,237 in the October 2026 data, up 42%. Total employees: 5 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Levatus LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Which custodians does Levatus LLC use?",
      "a": "Levatus LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Levatus LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287811"
    },
    {
      "q": "Does Levatus LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 6, 2026 says: \"LEVATUS generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Levatus LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $151,799,856 to $173,887,237 (+15%). No longer lists an office in Providence, RI. Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 122220899.0,
      "total_employees": 5,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 137548749.0,
      "total_employees": 5,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 151799856.0,
      "total_employees": 4,
      "filing_date": "2025-05-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 173887237.0,
      "total_employees": 4,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $151,799,856 to $173,887,237 (+15%).",
        "No longer lists an office in Providence, RI.",
        "Registered or notice-filed in VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Asset based fees range from 0.25% to 1.25% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "LEVATUS generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Asset based fees range from 0.25% to 1.25% annually.",
      "LEVATUS generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/levatus-llc-boston-ma-287811.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4439638.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 169447599.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/287811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}