# Levenson Wealth LLC: new SEC registration, $111M AUM, 

**Score:** 45/100

| 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/ |

## Why this score
- $111M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/288726). Last refreshed: 2026-10-28T20:49:58.746Z.
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.