Overview
Assets Under Management: $111 million
High-Net-Worth Clients: 27
Average Client Assets: $4.1 million
Frequently Asked Questions
LEVENSON WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288726), LEVENSON WEALTH LLC is subject to fiduciary duty under federal law.
LEVENSON WEALTH LLC serves 27 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, LEVENSON WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
LEVENSON WEALTH LLC manages $111 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, LEVENSON WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $4.1 million
Total Client Accounts: 120
Discretionary Accounts: 120
Regulatory Filings
CRD Number: 288726
Filing ID: 2075699
Last Filing Date: 2026-03-18 09:14:37