MB Levis & Associates LLC

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Assets, Funds, Holdings

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MB Levis & Associates LLC
CRD #164197
SEC #801-76841
CIK #
AUM $349.6 MM (2024-03-21)
Employees 4 (75% Investors, 0% Brokers)
Phone610-419-9690
Address4647 Saucon Creek Road
Center Valley, PA 18034
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 103 40.2
(b) Individuals (high net worth individuals) 73 303.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 4.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.6
(n) Other 0 0.0
Total 578 349.6
By Discretionary
Discretionary 578 349.6
Non-Discretionary 0 0.0
Total 578 349.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 349.6
Total 578 349.6
Comparable Firms State AUM ($BB)
Biltmore Wealth Management LLC
AZ 0.4
Eight 31 Financial LLC
TX 0.4
Encompass Wealth Advisors LLC
OR 0.4
Mayport LLC
MA 0.4
BR Capital Advisors LLC
FL 0.4
Castle Wealth Management LLC
FL 0.4
Equinum LLC
NY 0.3
KG&L Capital Management LLC
LA 0.3
Independence Financial Advisors LLC
NH 0.3
Oak Asset Management LLC
CA 0.3
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