Mb, Levis & Associates,llc
Mb, Levis & Associates,llc is an SEC-registered wealth manager in Center Valley, PA with $411.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Mb, Levis & Associates,llc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164197, SEC 801-76841, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $411.6M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Center Valley, PA
- Employees
- 4
- Clients
- 170
- CRD
- 164197
- Ownership
- LOFTUS, WILLIAM, MICHAEL; WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHA; WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETH; LEVIS, JOHN, BRUCE; CHILDS, LESLIE, ANN
How much AUM does Mb, Levis & Associates,llc have?
Mb, Levis & Associates,llc reported $411.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Mb, Levis & Associates,llc?
Disclosed owners and executives of Mb, Levis & Associates,llc include LOFTUS, WILLIAM, MICHAEL, WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO SAMANTHA, WILLIAM M. LOFTUS IRREVOCABLE TRUST FBO ELIZABETH, LEVIS, JOHN, BRUCE, CHILDS, LESLIE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.