| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah H. Levenson Control | Principal And Chief Compliance Officer | Over 75% | 2017 |
Levenson Wealth LLC reports $111 million in regulatory assets under management on its Form ADV.
Levenson Wealth LLC reports 2 employees.
Levenson Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 617-527-1623 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $111M |
| Non-discretionary | $0 |
| Total (RAUM) | $111M |