LEVY WEALTH MANAGEMENT GROUP, LLC
Legal name: LEVY WEALTH MANAGEMENT GROUP
CRD #305766 SEC #801-117756 PHILADELPHIA, PA 215-875-8720
SEC Registered
Total AUM
$943.4M
Discretionary
$943.4M
Employees
14
Clients
251
Accounts
1,175
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2024 | $943.4M | $943.4M | $0 | 14 | 70 |
| Mar 2024 | $943.4M | $943.4M | $0 | 14 | 70 |
| Jun 2023 | $795.7M | $795.7M | $0 | 13 | 68 |
| Mar 2023 | $795.7M | $795.7M | $0 | 13 | 68 |
| Mar 2023 | $795.7M | $795.7M | $0 | 13 | 68 |
| Aug 2022 | $766.3M | $766.3M | $0 | 12 | 34 |
| Mar 2022 | $766.3M | $766.3M | $0 | 12 | 34 |
| Aug 2021 | $611.8M | $611.8M | $0 | 11 | 16 |
| Mar 2021 | $611.8M | $611.8M | $0 | 11 | 16 |
| Jun 2020 | $390.1M | $390.1M | $0 | 11 | 0 |
| Mar 2020 | $390.1M | $390.1M | $0 | 11 | 0 |
DateMay 2024
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees14
Clients70
DateMar 2024
Total AUM$943.4M
Discretionary$943.4M
Non-Disc.$0
Employees14
Clients70
DateJun 2023
Total AUM$795.7M
Discretionary$795.7M
Non-Disc.$0
Employees13
Clients68
DateMar 2023
Total AUM$795.7M
Discretionary$795.7M
Non-Disc.$0
Employees13
Clients68
DateMar 2023
Total AUM$795.7M
Discretionary$795.7M
Non-Disc.$0
Employees13
Clients68
DateAug 2022
Total AUM$766.3M
Discretionary$766.3M
Non-Disc.$0
Employees12
Clients34
DateMar 2022
Total AUM$766.3M
Discretionary$766.3M
Non-Disc.$0
Employees12
Clients34
DateAug 2021
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees11
Clients16
DateMar 2021
Total AUM$611.8M
Discretionary$611.8M
Non-Disc.$0
Employees11
Clients16
DateJun 2020
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees11
Clients0