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LEVENSON WEALTH LLC
CRD 288726 · SEC 801-135743
LA, United States
Phone
617-527-1623
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.0M
Discretionary AUM
$111.0M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $111.0M |
States served
LA, MA
All web addresses on file
Official SEC filing: View on IAPD