Levatus LLC

LEVATUS LLC is a registered investment advisor established in March 2017 as The Nexus Partnership LLC, later amending its name to LEVATUS in July 2017. The firm specializes in providing wealth advisory services to individuals, high net worth individuals, trusts, and estates. As a fiduciary, LEVATUS upholds a duty of loyalty, fairness, and good faith towards clients, seeking to mitigate conflicts of interest. The firm offers comprehensive financial planning, investment management, and administrative support, constructing portfolios tailored to each client's goals and risk tolerance. LEVATUS primarily employs fundamental analysis in developing investment strategies, focusing on economic and business indicators. The firm's investment approach is long-term focused, but adjustments may be made based on client objectives or market conditions. LEVATUS manages $151,799,856 in client assets as of December 31, 2024, with fees ranging from a flat engagement fee of $10,000 to $250,000 annually or asset-based fees from 0.25% to 1.25% annually. The firm does not accept or maintain custody of client funds and does not charge performance-based fees. Clients have investment discretion over their accounts, and the firm does not receive compensation for securities transactions. The firm's team includes Susan E. Dahl as the Managing Member and Chief Compliance Officer, Elizabeth W. Darling as a Senior Client Advisor, and Jessica G. Grande as a Senior Client Advisor. LEVATUS is committed to safeguarding client information and does not sell personal information to third parties. Clients have the right to limit the sharing of their information, and the firm maintains physical, procedural, and electronic security measures to protect client data. The firm shares information with non-affiliated third parties for servicing clients and does not disclose personal information for marketing purposes. Clients may contact LEVATUS for a copy of the Privacy Policy or with any questions or concerns.