LEVY WEALTH MANAGEMENT GROUP, LLC

LEVY WEALTH MANAGEMENT GROUP
PHILADELPHIA, Pennsylvania·4 registered advisors·CRD# 305766
SEC# 801-1177560215-875-8720
01

Firm Overview

AUM
$943M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at LEVY WEALTH MANAGEMENT GROUP, LLC

4 registered advisors
Joseph Nmn Robostello
PHILADELPHIA, Pennsylvania
CFPChFC
Michael Thomas Clatterbuck
PHILADELPHIA, Pennsylvania
CFPChFC
Victoria Patrice Freece
PHILADELPHIA, Pennsylvania
Victor Sidney Levy
PHILADELPHIA, Pennsylvania
CFP
05

Office Locations

PHILADELPHIA, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. LEVY WEALTH MANAGEMENT GROUP, LLC (CRD# 305766) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.