LEVENSON WEALTH LLC

LEVENSON WEALTH LLC is an SEC-registered investment adviser (CRD 288726). Regulatory assets under management: $111.0M.

Registration

• CRD: 288726
• SEC file number: 801-135743
• Type: Registered investment adviser
• Phone: 617-527-1623
• Latest filing: 2026-03-18
• Regulatory AUM: $111.0M
• Discretionary AUM: $111.0M
• Clients: 2
• Accounts: 120

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search