LEVENSON WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$111,043,500
Discretionary
$111,043,500
Non-discretionary
$0
Firm details
- CRD number
- 288726
- SEC file number
- 801-135743
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.