|
⚲
|
| Levy Wealth Management Group LLC
✚
| |
|---|---|
| CRD # | 305766 |
| SEC # | 801-117756 |
| CIK # | 0001843138 |
| AUM | $943.4 MM (2024-05-02) |
| Employees | 14 (50% Investors, 79% Brokers) |
| Phone | 215-875-8720 |
| Address | 1818 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 9.8 | |
| MSFT | 1,918,222.4 | 5.3 | |
| AJG | 34,278.9 | 3.5 | |
| MRK | 232,371.9 | 2.1 | |
| ABT | 187,298.3 | 1.9 | |
| AMZN | 1,092,997.8 | 1.7 | |
| PG | 338,108.9 | 1.7 | |
| JNJ | 465,600.2 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 59.4 |
| (b) Individuals (high net worth individuals) | 422 | 674.9 |
| (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 | 59 | 80.9 |
| (h) Charitable organizations | 10 | 9.7 |
| (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 | 31 | 118.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,175 | 943.4 |
| By Discretionary | ||
| Discretionary | 1,175 | 943.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,175 | 943.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 943.4 | |
| Total | 1,175 | 943.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001843138] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MBL Wealth LLC
✚
|
NC | 0.9 |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Arlington Financial Advisors LLC
✚
|
CA | 0.9 |
|
Absher Wealth Management LLC
✚
|
NC | 0.9 |
|
Covenant Partners LLC
✚
|
TN | 0.9 |
|
Islandbridge Capital Limited
✚
|
0.9 | |
|
The de Burlo Group Inc
✚
|
MA | 0.9 |
|
Ironvine Capital Partners LLC
✚
|
NE | 0.9 |
|
Trutina Financial LLC
✚
|
WA | 0.9 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |