Levenson Wealth LLC: new SEC registration, $111M AUM,
Levenson Wealth LLC: new SEC registration, $111M AUM, . Its amount of 111 is below the median of 134 (25th percentile). Dated 215 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Levenson Wealth LLC |
| Legal name | Levenson Wealth LLC |
| CRD | 288726 |
| Status | Approved |
| Registered with the SEC | 2026-04-03 |
| Latest Form ADV filing | 2026-03-18 |
| Regulatory AUM | $111,043,500 |
| Accounts | 120 |
| Employees | 2 |
| Website | HTTPS://WWW.LINKEDIN.COM/COMPANY/LEVENSON-WEALTH/ |
| amount percentile | 25th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Levenson Wealth LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Levenson Wealth + 500 peer records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-03
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records: Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Mic Capital Management Uk LLP · Old Mission Asset Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
45 / 100 Score
- $111M under management.
- Website on file.
What is the NewRiaPulse record for Levenson Wealth LLC?
Levenson Wealth LLC received SEC registration as an investment adviser (2026-04-03) with $111,043,500 in regulatory assets under management, based in .
How does Levenson Wealth LLC compare to other NewRiaPulse records?
Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 215 days old; check the official source for later updates before acting.
Levenson Wealth LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Levenson Wealth LLC | 111 | 25th | 2026-04-03 | |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: Approved
How to monitor Levenson Wealth LLC and peer approved records
Get new NewRiaPulse records like Levenson Wealth LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.