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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevatus Wealth Management have?","answer":"Elevatus Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevatus Wealth Management invest in?","answer":"At the end of its last fiscal year, Elevatus Wealth Management’s separately managed accounts held 52% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar). 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