Levatus LLC

LEVATUS provides wealth advisory and investment management services to individuals, high‑net‑worth individuals, trusts and estates, offering both discretionary and non‑discretionary portfolio management alongside comprehensive financial planning and coordination with outside specialists. The firm reports managing approximately $173.9 million for 46 clients through a three‑advisor team and serves as the primary point of contact for clients’ investment and administrative needs.

The firm’s investment process relies principally on fundamental analysis and a generally long‑term orientation, constructing portfolios from individual stocks, bonds, ETFs, mutual funds, REITs, options contracts and, where appropriate, alternative investments. LEVATUS emphasizes a rigorous risk tolerance assessment, ongoing monitoring and periodic rebalancing, and will implement portfolio changes for tax, concentration or liquidity reasons in consultation with clients.

A notable feature of LEVATUS, as disclosed in the brochure, is its use of options contracts and the potential for short‑term margin borrowings in client accounts—practices the firm discloses and describes in its risks sections that are less common among peers. The firm also combines hands‑on wealth counsel (including detailed tax and estate assessments) with a relatively small client base and substantial assets under management, which results in a concentrated advisor-to‑client relationship structure.