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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CLATTERBUCK, MICHAEL, T | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CLATTERBUCK, MICHAEL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| FREECE, VICTORIA, P | I | DIRECTOR OF OPERATIONS | NA | |
| FREECE, VICTORIA, P | I | DIRECTOR OF OPERATIONS | NA | |
| FREECE, VICTORIA, P | I | DIRECTOR OF OPERATIONS | NA | |
| FREECE, VICTORIA, P | I | DIRECTOR OF OPERATIONS | NA | |
| FREECE, VICTORIA, PATRICE | I | DIRECTOR OF OPERATIONS | NA | |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, S | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LEVY, VICTOR, SIDNEY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBOSTELLO, JOSEPH | I | MEMBER | NA | Control |
| ROBOSTELLO, JOSEPH, NMN | I | MEMBER | NA | Control |
| LEVY, VICTOR, S | I | PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| LWMG HOLDINGS, LLC | DE | SOLE MEMBER | E | |
| CLATTERBUCK, MICHAEL, T | I | DIRECTOR OF OPERATIONS | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | E | Control |
| LEVY, VICTOR, S | I | LWMG HOLDINGS, LLC | D | Control |
| LEVY, VICTOR, SIDNEY | I | LWMG HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
May 2, 2024 REGISTERED
Notice Filings (10)
CA DE FL LA MD NJ NY PA TX VA
Address
1818 MARKET STREETSUITE 3232
PHILADELPHIA, PA 19103
United States
Phone: 215-875-8720