# ELEVATUS WEALTH MANAGEMENT, LLC

ELEVATUS WEALTH MANAGEMENT, LLC of VICTOR, NY is an SEC-registered investment adviser.

## Registration

- CRD: 325629
- Type: SEC-registered investment adviser
- SEC file number: 801-127608
- Location: 1501 PITTSFORD VICTOR ROAD, SUITE 101, VICTOR, NY, 14564
- Phone: 585-565-4450
- Latest filing: 2026-06-12
- Regulatory AUM: $513.4M
- Discretionary AUM: $496.3M
- Non-discretionary AUM: $17.2M
- Clients: 9
- Accounts: 1,129

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Christopher George Plummer | CHIEF COMPLIANCE OFFICER | — |
| Daniel J Hare | FOUNDER/MANAGING DIRECTOR; FOUNDER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| Daniel F Antocicco | FOUNDER/MANAGING DIRECTOR | — |
| Matthew Ashley Swendiman | CHIEF COMPLIANCE OFFICER | — |
| PLUMMER CHRISTOPHER GEORGE | CHIEF COMPLIANCE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |
| HARE DANIEL J | FOUNDER/MANAGING DIRECTOR | — |
| Antocicco Daniel F | FOUNDER/MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325629/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325629/similar
- Related entities: https://search.stillhousedata.com/firm/325629/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325629

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.