Elizabeth Wang Darling
Investment adviser representative at Levatus LLC
20 yearsExperience
2 statesRegistered in
$173.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Levatus LLCSep 2017 to now
- HomemakerNov 2006 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Levatus LLC
$173.9MAssets managed
46Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3114940
- Firm CRD
- 287811