Levenson Wealth LLC

Levenson Wealth LLC (CRD# 288726) is a financial advisory firm headquartered in , . They manage $85,819,143 in 118 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/levenson-wealth/
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $727,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MA

Financial Advisors at Levenson Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Deborah Levenson, financial advisor Newtonville MA
Deborah H. Levenson
CRD#: 5293654
Newtonville, MA

Deborah Levenson (CRD# 5293654) is an Investment Advisor Representative working at Levenson Wealth LLC in Newtonville, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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