# LEVY WEALTH MANAGEMENT GROUP, LLC

LEVY WEALTH MANAGEMENT GROUP, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 305766
- Type: SEC-registered investment adviser
- SEC file number: 801-117756
- Location: 1818 MARKET STREET, SUITE 3232, PHILADELPHIA, PA, 19103
- Phone: 215-875-8720
- Latest filing: 2024-05-02
- Regulatory AUM: $943.4M
- Discretionary AUM: $943.4M
- Clients: 14
- Accounts: 1,175

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| LEVY ARNOLD S | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; MANAGER; PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| CLATTERBUCK MICHAEL T | CHIEF OPERATIONS OFFICER; DIRECTOR OF OPERATIONS | — |
| FREECE VICTORIA P | DIRECTOR OF OPERATIONS | — |
| ROBOSTELLO JOSEPH | MEMBER | — |
| LEVY VICTOR SIDNEY | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; MANAGER | — |
| CLATTERBUCK MICHAEL THOMAS | CHIEF OPERATIONS OFFICER | — |
| FREECE VICTORIA PATRICE | DIRECTOR OF OPERATIONS | — |
| ROBOSTELLO JOSEPH NMN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305766/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305766/similar
- Related entities: https://search.stillhousedata.com/firm/305766/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305766

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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.