|
⚲
|
| Levenson Wealth LLC
✚
|
|
|---|---|
| CRD # | 288726 |
| SEC # | 801-135743 |
| CIK # | |
| AUM | $111.0 M (2026-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-527-1623 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 27 | 111.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 111.0 |
| By Discretionary | ||
| Discretionary | 120 | 111.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 111.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.0 | |
| Total | 120 | 111.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DW Investment Solutions Inc
✚
|
0.1 | |
|
Global Opportune Investments LLC
✚
|
FL | 0.1 |
|
Financial Mountain Inc
✚
|
CO | 0.1 |
|
The Quick Group LLC
✚
|
NY | 0.1 |
|
Belleair Wealth Management LLC
✚
|
FL | 0.1 |
|
Integrity Wealth Management LLC
✚
|
0.1 | |
|
Harbor Light Planning LLC
✚
|
0.1 | |
|
Golden Years Advisory LLC
✚
|
GA | 0.1 |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |
|
CL Sheldon & Company LLC
✚
|
0.1 |