Levy Wealth Management Group

Levy Wealth Management Group (CRD# 305766) is a financial advisory firm headquartered in Philadelphia, PA. They manage $795,665,304 in 1,056 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    796
    MILLION
  • Total Number of Accounts
    1,056
    ACCOUNTS
  • Average Account Value
    $753,471
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, LA, MD, NJ, NY, PA, TX, VA

Financial Advisors at Levy Wealth Management Group
Showing 1 - 3 of 3 top financial advisors.
1
Ryan T. Hogg
CRD#: 5307698
1818 Market Street, Suite 3232, Philadelphia, PA 19103

Ryan Hogg (CRD# 5307698) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 16 years of experience in the finance industry.

2
Timothy Decarolis
CRD#: 7373508
1818 Market Street, Suite 3232, Philadelphia, PA 19103

Timothy Decarolis (CRD# 7373508) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 2 years of experience in the finance industry.

3
Rexford W. Schilgen
CRD#: 6534449
1818 Market Street, Suite 3232, Philadelphia, PA 19103

Rexford Schilgen (CRD# 6534449) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 2 years of experience in the finance industry.

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