Levenson Wealth LLC

Overview

Levenson Wealth LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management tailored to individual clients and small businesses. Its compensation mix includes percentage-of-AUM fees and fixed fees. Investment implementation favors pooled public vehicles: the bulk of client assets sit in mutual funds and other public funds rather than in-house private funds or large allocations to third‑party alternative managers. The firm does not identify itself as a capital allocator or a pension consultant and does not report an active ESG investing program. Custody and trade execution are centralized through a single major custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices