Levenson Wealth LLC
Levenson Wealth LLC is an SEC-registered ria with $111.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Levenson Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288726, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $111.0M (2026-03-18)
- Firm type
- Ria
- Employees
- 2
- Clients
- 27
- CRD
- 288726
- Ownership
- LEVENSON, DEBORAH, H.
How much AUM does Levenson Wealth LLC have?
Levenson Wealth LLC reported $111.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Levenson Wealth LLC?
Disclosed owners and executives of Levenson Wealth LLC include LEVENSON, DEBORAH, H.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.