Levenson Wealth LLC
● SEC registered since 2026CRD 288726SEC# 801-135743
Reg. AUM
$111M
Employees
2
Accounts
120
Location
—
Levenson Wealth LLC assets under management
Levenson Wealth LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $111 million in regulatory assets under management and employs 2 people.
Levenson Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah H. Levenson Control | Principal And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Levenson Wealth LLC manage?
Levenson Wealth LLC reports $111 million in regulatory assets under management on its Form ADV.
How many employees does Levenson Wealth LLC have?
Levenson Wealth LLC reports 2 employees.
Does Levenson Wealth LLC disclose fund performance?
Levenson Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-527-1623 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$111Mregulatory AUM
Discretionary $111M