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
Levenson Wealth LLC
By the Numbers
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Total Assets Under Management86MILLION
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Total Number of Accounts118ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MA
Financial Advisors at Levenson Wealth LLC
1
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.
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