# Levatus LLC

> 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.

- CRD: 287811
- Filed as: LEVATUS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287811
- AdvisorCensus page: https://advisorcensus.com/firm/levatus-llc-boston-ma-287811

## Quick answers

**How is Levatus LLC compensated?**
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).

**What does Levatus LLC's brochure say about its fees?**
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.

**Where is Levatus LLC located?**
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).

**Is Levatus LLC registered with the SEC or a state?**
Levatus LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 287811.

**How much does Levatus LLC manage?**
Levatus LLC reports $173,887,237 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (80% discretionary).

**How have Levatus LLC's assets and staff changed since 2023?**
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.

**What types of clients does Levatus LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (11).

**Which custodians does Levatus LLC use?**
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.

**Does Levatus LLC report any disciplinary disclosures?**
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

**Does Levatus LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 6, 2026 says: "LEVATUS generally does not impose a minimum account size for establishing a relationship."

**What changed in Levatus LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 6, 2026)

- Asset-based fee: 0.25% to 1.25% a year (a range, as the brochure states it)

> Asset based fees range from 0.25% to 1.25% annually.

- Account minimum: None

> LEVATUS generally does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $173,887,237
- Discretionary: $138,784,946
- Non-discretionary: $35,102,291

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,439,638 |
| High net worth individuals | 35 | $169,447,599 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MA, NH, RI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2025 filing
- Providence, RI

### Websites listed on Form ADV (Item 1.I)
- levatuswealth.com
- Facebook @LEVATUSWEALTH
- Instagram @levatuswealthlifestyle
- LinkedIn @11277704

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $122,220,899 | 5 | April 28, 2023 |
| October 2024 | $137,548,749 | 5 | March 13, 2024 |
| October 2025 | $151,799,856 | 4 | May 7, 2025 |
| October 2026 | $173,887,237 | 4 | May 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Levatus LLC (CRD 287811): Form ADV filing data as of October 2026.