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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2017
- Office Locations
- 1
Office Locations
About Levatus LLC
LEVATUS Wealth is a private wealth manager serving multi-generational families, entrepreneurs, business owners, and clients navigating life transitions. The firm integrates financial planning with investment management, with an emphasis on tax, legacy, and philanthropic planning tied to quality-of-life goals. Based in Boston with a presence in Providence; typically custodies at Schwab or Fidelity. Public filings show ETF-heavy portfolios with meaningful U.S. government/agency bond exposure.
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Owner & Executives
SUSAN ELIZABETH DAHL
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1784216
- Ownership
- Less than 5%
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ELIZABETH Wang Darling
Senior Client Advisor
- CRD
- #3114940
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,784,946 | $806,889 |
| Non-Discretionary | $35,102,291 | $557,179 |
| Total | $173,887,237 | $739,946 |
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Separately Managed Accounts
Total SMA Asset: $173,887,237
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,673,426,684 | 19.8% |
| U.S. Government/Agency | $1,791,749,783 | 21.2% |
| Public Funds | $1,825,556,383 | 21.6% |
| Cash | $1,555,103,585 | 18.4% |
| Equity - OTC | $845,164,992 | 10.0% |
| Private Funds | $760,648,493 | 9.0% |
| Total | $8,451,649,920 | 100.0% |