Boutique wealth and asset management firm serving high-net-worth and institutional clients with discretionary portfolio management, financial planning, and alternative allocations; emphasizes customized multi-asset solutions, risk-managed equity and fixed-income strategies, and client reporting infrastructure. ELEVATUS WELATH MANAGEMENT positions itself as a mid-market independent adviser supporting capital preservation and growth.
Boutique wealth and asset management firm serving high-net-worth and institutional clients with discretionary portfolio management, financial planning, and alternative allocations; emphasizes customized multi-asset solutions, risk-managed equity and fixed-income strategies, and client reporting infrastructure. ELEVATUS WELATH MANAGEMENT positions itself as a mid-market independent adviser supporting capital preservation and growth.
Boutique wealth manager prioritizing client-tailored, multi-asset portfolios that blend capital preservation with selective growth. Investment approach emphasizes disciplined risk budgeting, liability-aware asset allocation, and active rebalancing across equities, credit, alternatives, and duration management. Underwriting favors liquid core holdings complemented by bespoke private allocations for diversification and real return potential. Decision-making is client-centric, outcome-oriented, and governed by transparent reporting and fiduciary risk controls.
Boutique wealth manager prioritizing client-tailored, multi-asset portfolios that blend capital preservation with selective growth. Investment approach emphasizes disciplined risk budgeting, liability-aware asset allocation, and active rebalancing across equities, credit, alternatives, and duration management. Underwriting favors liquid core holdings complemented by bespoke private allocations for diversification and real return potential. Decision-making is client-centric, outcome-oriented, and governed by transparent reporting and fiduciary risk controls.
| Trades 1385 | Longs Won 909/1385 65% | Profit Factor 2.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $426,449.97 |
| Average Win $161,220.9 | Best Trade (Aug 14) $6.63M | Sharpe Ratio -10.15 |
| Average Loss -$137,644.99 | Worst Trade (Dec 30) -$3.57M | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $58,505.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,857 | 2,571 | 2,286 | 2,000 | 1,714 | 1,429 | 1,143 | 857 | 571 | 286 |
| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
A Agilent Technologies Inc. | 3,795 | $504,090 | $562,570.8 | - | $58,480.8 | 11.6% | 0.0 |
AAPL Apple Inc. | 34,432 | $9.2M | $10.51M | - | $1.31M | 14.2% | +0.996% |
ABBV AbbVie Inc. | 3,353 | $712,968.17 | $834,092.25 | - | $121,124.08 | 16.99% | 0.0 |
ACI Albertsons Companies, Inc. | 24,166 | $326,970 | $290,233.66 | - | -$36,736.34 | -11.24% | 0.0 |
ACKY Vistashares TAR15 AC Inc ETF | 27,123 | $529,398.07 | $495,146.64 | - | -$34,251.43 | -6.47% | -0.002% |
ACN Accenture plc Class A | 3,172 | $546,144.95 | $566,170.28 | - | $20,025.33 | 3.67% | -0.916% |
ACWI iShares MSCI ACWI ETF | 2,006 | $204,151 | $324,269.9 | - | $120,118.9 | 58.84% | 0.0 |
ADI Analog Devices, Inc. | 4,520 | $1.8M | $1.74M | - | -$57,502.4 | -3.2% | 0.0 |
ADP Automatic Data Processing Inc. | 1,016 | $227,617 | $273,639.28 | - | $46,022.28 | 20.22% | 0.0 |
ADSK Autodesk, Inc. | 1,155 | $224,555 | $288,184.05 | - | $63,629.05 | 28.34% | 0.0 |
AEE Ameren Corporation | 2,285 | $258,332 | $248,653.7 | - | -$9,678.3 | -3.75% | 0.0 |
AEO American Eagle Outfitters, Inc. | 15,220 | $261,782 | $248,086 | - | -$13,696 | -5.23% | +0.369% |
AEP American Electric Power Company, Inc. | 1,752 | $229,660.43 | $218,386.8 | - | -$11,273.63 | -4.91% | 0.0 |
AGG iShares Core U.S. Aggregate Bond ETF | 36,508 | $3.62M | $3.56M | - | -$67,156.55 | -1.85% | 0.0 |
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,039 | $984,878 | $650,033.18 | - | -$334,844.82 | -34% | 0.0 |
ALK Alaska Air Group Inc. | 6,762 | $352,976 | $320,315.94 | - | -$32,660.06 | -9.25% | 0.0 |
ALL Allstate Corporation | 1,261 | $300,108 | $322,614.24 | - | $22,506.24 | 7.5% | 0.0 |
ALLW SPDR Bridgewater All Weather Mutual Fund | 9,142 | $251,308 | $273,911.69 | - | $22,603.69 | 8.99% | 0.0 |
AMAT Applied Materials, Inc. | 3,899 | $1M | $2.08M | - | $1.08M | 108% | -2.483% |
AMD Advanced Micro Devices, Inc. | 18,866 | $6.48M | $9.11M | - | $2.63M | 40.56% | 0.0 |