# MB, LEVIS & ASSOCIATES,LLC

MB, LEVIS & ASSOCIATES,LLC of CENTER VALLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 164197
- Type: SEC-registered investment adviser
- SEC file number: 801-76841
- Location: 4647 SAUCON CREEK ROAD, CENTER VALLEY, PA, 18034
- Phone: 610-419-9690
- Latest filing: 2026-03-20
- Regulatory AUM: $411.6M
- Discretionary AUM: $411.6M
- Clients: 4
- Accounts: 575

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| John Bruce Levis | PRESIDENT; TRUSTEE | — |
| Leslie Ann Childs | CHIEF COMPLIANCE OFFICER | — |
| Jason Robert Henninger | SHAREHOLDER | — |
| William Michael Loftus | SHAREHOLDER | — |
| Donald Joseph Sledz | SHAREHOLDER | — |
| MCQUEEN JERRY BLAINE | PRESIDENT | — |
| LEVIS JOHN BRUCE | PRESIDENT; TRUSTEE | — |
| CHILDS LESLIE ANN | CHIEF COMPLIANCE OFFICER | — |
| MARKLE DAVID SEAN | SHAREHOLDER | — |
| HENNINGER JASON ROBERT | SHAREHOLDER | — |
| LOFTUS WILLIAM MICHAEL | SHAREHOLDER | — |
| LOFTUS WILLIAM M | SHAREHOLDER | — |
| SLEDZ DONALD JOSEPH | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164197/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164197/similar
- Related entities: https://search.stillhousedata.com/firm/164197/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164197

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.