Important Disclosures: Awards Granted to LEVATUS, LLC & Professionals Employed at LEVATUS, LLC (“the Firm”):

Awards and recognition’s by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. The Firm makes no representation that the rating is representative of any one client’s experience. Neither the Firm nor its representatives paid a fee to participate in any survey or pay any fees to utilize the awards. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, regarding all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards/recognition granted to some of the Firm’s individual employees.

Details on Firm Level Awards:

ThinkAdvisor Luminaries (Firm Nomination 2023): Nominated in the category of Thought Leadership & Education for RIA/IAR Firms. This award is open to firms making outstanding efforts to better understand new and existing industry participants through their programs, products and services. This award also honors companies at the forefront of areas like behavioral finance, retirement income, ESG and other innovative topics and which are producing independent research and tools to help the industry connect new understanding with practical applications. These efforts should include (but are not limited to) valuable research, new approaches and educational outreach that encompass social media, online apps, videos, podcasts, white papers, etc., and that seek to improve financial security or have other broad impacts. To be nominated for this award, a wealth manager must satisfy these objectives.LEVATUS received ThinkAdvisor Luminaries Award on XX/XX/XXXX") and the time period for which the rating was based (for example - Data compiled by ThinkAdvisor is based on the period of XX/XX/XXXX to XX/XX/XXXX

Details on Professional Individual Awards:

Five Star Professional criteria (LEVATUS Professional Award – Jessica Grande, multiple years, most recent 2023; Liz Darling, most recent 2023): To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

About LEVATUS LLC

LEVATUS LLC is a registered investment advisor. LEVATUS LLC provides investment advisory and related services for clients nationally. LEVATUS LLC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.levatuswealth.com/.