$111.0M Total AUM
$111.0M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2017
- Office Locations
- 2
Office Locations
-- Jerusalem --
-- Newtonville MA
About Levenson Wealth LLC
Levenson Wealth is a boutique, fee-only fiduciary led by CFP® Debbie Levenson (Harvard MBA, ex-Bain) providing practical financial planning and evidence-based investment management for individuals and couples. Portfolios are globally diversified and built primarily with low-cost index funds, emphasizing costs, diversification, and tax efficiency. Also offers fixed-price standalone planning projects; clients work directly with the founder.
Team overview
62 AVG AGE
$55.5M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
DEBORAH H. LEVENSON
Chief Compliance Officer, Principal
- CRD
- #5293654
- Ownership
- 75% or more
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S
Samuel Sheldon Levenson
--
- CRD
- #8036963
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,043,500 | $925,363 |
| Non-Discretionary | $0 | -- |
| Total | $111,043,500 | $925,363 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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