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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital zenithMatrix timber
- Established Date
- 06-27-2012
- Office Locations
- 1
Office Locations
About MB, Levis & ASSOCIATES,LLC
MB, Levis & Associates, LLC is a Center Valley, PA wealth management and financial planning firm serving working professionals, families, and pre- and post-retirees. The team builds customized strategies based on goals, time horizon, and risk tolerance, with ongoing portfolio construction and risk management across retirement and estate strategy. Investment implementation commonly uses public funds/ETFs and mutual funds; custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
JOHN BRUCE LEVIS JR
President
- CRD
- #2326190
- Ownership
- 50% but less than 75%
JASON ROBERT HENNINGER
Director
- CRD
- #2802899
- Ownership
- 5% but less than 10%
Legacy timber
Insight insight beacon
- CRD
- #14527
- Ownership
- 5.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,582,981 | $715,796 |
| Non-Discretionary | $0 | -- |
| Total | $411,582,981 | $715,796 |
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Separately Managed Accounts
Total SMA Asset: $411,582,981
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,307,350,270 | 27.7% |
| Equity - Exchange | $1,397,024,115 | 29.6% |
| Cash | $981,692,621 | 20.8% |
| Municipal Bonds | $1,033,609,058 | 21.9% |
| Total | $4,719,676,064 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA DELTA | PATHWAY FOCUS | UIQTR74ZV | ZBEKJ | 4.48% | $41,452,119 |
| LEGACY VITAL | FUSION ALPHA | 0HL9GNR1B | UCY | 3.31% | $56,276,339 |
| RIDGE DELTA SIGNAL | OPTIMA PRIME | EYIMVJC86 | HXYGR | 2.18% | $65,981,435 |
| TIMBER UNISON OPTIMA | HARBOR EMBER | C8S14EETW | LSAR | 10.71% | $83,548,437 |
| ATLAS PEAK | SUMMIT RADIAL | 6TXAP74S6 | LQBIR | 12.13% | $100,563,622 |
| QUANTUM GLACIER | SIGNAL VERTEX | 29QXXVOFR | GCJDX | 3.23% | $102,250,453 |
| ATLAS PEAK | PRIME VITAL | 8RX0H6GKQ | MBAT | 6.78% | $109,157,351 |
| DELTA ATLAS | ZENITH PEAK | 37YEDZ5PA | ZUDHB | 5.42% | $95,445,612 |