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Elizabeth Wang Darling

Levatus LLC

Boston, MA

CRD 3114940

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Employer firm

Levatus LLC CRD 287811

$174M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Levatus Llc

115 Newbury Street Suite 503, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2021-02-04
MA RA APPROVED 2017-11-21
  • RI RA
    APPROVED
    Since 2021-02-04
  • MA RA
    APPROVED
    Since 2017-11-21

Branch Locations

115 Newbury Street Suite 503, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Levatus Llc Boston MA 09/2017 Present
Homemaker Weston MA 11/2006 09/2017
  • 09/2017 → Present
    Levatus Llc
    Boston, MA
  • 11/2006 → 09/2017
    Homemaker
    Weston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-08
  • S65 Uniform Investment Adviser Law Examination
    2017-11-08
Other Names
  • Liz Ho Wang
  • Elizabeth Ho Wang

View on SEC IAPD

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