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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.
Reported data analysis
What the numbers show
Between May 7, 2025 and May 6, 2026, reported AUM increased 14.6%, from $151.8M to $173.9M.
Across 4 reported observations, AUM increased 42.3% between April 28, 2023 and May 6, 2026, from $122.2M to $173.9M.
Of the latest reported AUM, 79.8% is discretionary and 20.2% is non-discretionary.
The firm reports 3 advisory representatives and 46 clients, or 15.3 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on May 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
SUSAN ELIZABETH DAHL
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1784216
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ELIZABETH Wang Darling
Senior Client Advisor
- CRD
- #3114940
Showing 1 of 2 contacts
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
SMA allocation detail is available
Levatus LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.