$513.4M Total AUM
$496.3M Disc. AUM
-- 3Y CAGR
9 Employees
631 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- OptimaRidge ridge
- Established Date
- 04-18-2023
- Office Locations
- 3
Office Locations
1501 Pittsford Victor Road Suite 101 Victor NY
-- South Burlington VT
-- Virginia Beach VA
About Elevatus Wealth Management, LLC
Elevatus Wealth Management, LLC is a fiduciary RIA serving successful individuals, multigenerational families, corporations, endowments, and foundations with holistic financial planning and investment management (cash flow, insurance review, college and estate planning, and investment analysis). The team emphasizes disciplined portfolio construction blending fundamental and technical approaches, with client access via an eMoney portal and Schwab custody.
Team overview
48 AVG AGE
$128.4M AVG AUM / ADVISOR
$813.7K AVG AUM / CLIENT
2 yrs AVG TENURE
9 Employees
4 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima matrix Fusion peak Foundation timber Beacon Peak catalyst Atlas
Client Personas
Meridian Horizon
Custodian
Bridge eagle Vector Foundation optima
Investment Themes
Horizon Optima Frontier optima Eagle harbor
Investment Vehicles
Prime
Platform
Ridge Ridge Matrix vector
Services
Foundation Matrix wave Momentum Summit Signal Eagle Beacon North meridian Peak
Technology
Meridian zenith Foundation timber
Owner & Executives
D
DANIEL J HARE
Advisor, FOUNDER, MANAGING DIRECTOR
- CRD
- #4686625
- Ownership
- 75% or more
(823) 914-2267
momentum.ember@vertexcapital.com
in linkedin.com/in/matrix-signal
D
Daniel F Antocicco
FOUNDER, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #4253396
- Ownership
- Less than 5%
(452) 425-9429
bridge.north@foundationcapital.com
in linkedin.com/in/momentum-catalyst
F
Focus optima
Prime matrix
- CRD
- #61489
- Ownership
- 23.4%
(958) 419-3885
pathway.matrix@harborcapital.com
in linkedin.com/in/timber-peak
Showing 2 of 3 owners & executives
Unlock allContacts
Megan Horvat
Wealth Advisor
- CRD
- #6210776
(598) 605-4461
signal.north@peakcapital.com
in linkedin.com/in/insight-optima
Peter L Newman
Wealth Advisor
- CRD
- #1554224
(731) 266-5789
oak.vertex@unisoncapital.com
in linkedin.com/in/ember-crest
P
Prime alpha
Focus peak insight
- CRD
- #37055
(489) 962-1839
atlas.signal@optimacapital.com
in linkedin.com/in/vector-crest
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $496,252,381 | $456,114 |
| Non-Discretionary | $17,176,636 | $418,942 |
| Total | $513,429,017 | $454,764 |
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Separately Managed Accounts
Total SMA Asset: $513,429,017
Equity - Exchange:
13.3% Public Funds:
18.9% Cash:
19.3% Other:
7.0% Municipal Bonds:
19.4% Private Funds:
14.8% U.S. Government/Agency:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $806,842,745 | 13.3% |
| Public Funds | $1,146,566,006 | 18.9% |
| Cash | $1,170,831,953 | 19.3% |
| Other | $424,654,076 | 7.0% |
| Municipal Bonds | $1,176,898,440 | 19.4% |
| Private Funds | $897,840,047 | 14.8% |
| U.S. Government/Agency | $442,853,538 | 7.3% |
| Total | $6,066,486,805 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE CAPITAL | ALPHA PATHWAY | OBZIXX0HY | XDY | 1.30% | $83,906,840 |
| LEGACY DELTA VECTOR | SUMMIT SIGNAL | AOJZVRGQV | CALU | 1.53% | $91,226,251 |
| UNISON FUSION VECTOR | HORIZON RADIAL | OXB6LOY6H | ZZW | 9.97% | $1,200,946 |
| UNISON ATLAS VERTEX | QUANTUM ZENITH | O7VEO0MWQ | QGP | 2.95% | $27,952,926 |
| OAK GLACIER | VECTOR ZENITH | FROI794VZ | GEZ | 7.38% | $86,464,127 |
| EMBER ALPHA | CAPITAL PATHWAY | 2B205BVE9 | OAW | 10.37% | $85,691,559 |
| FRONTIER ATLAS | VERTEX HARBOR | FUTU7SKZG | ZUOC | 2.72% | $106,981,924 |
| FOUNDATION ZENITH RADIAL | CATALYST VECTOR | 71JSX2RIV | LEAZA | 6.16% | $26,291,153 |