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ELEVATUS WEALTH MANAGEMENT LLC

EIN 85-2163650-financial services-Latest filing 2025
Plans
1
Retirement
1
$228K assets
Welfare
0
Participants
6
1501 PITTSFORD VICTOR RD - VICTOR, NY 14564585-565-4451elevatuswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$228K - 6 part

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Retirement#001

ELEVATUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$228K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELEVATUS WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$228K62025
Retirement plans
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