LEVERTY FINANCIAL GROUP, LLC
CRD #310258 SEC #801-119342 HUDSON, WI 715-377-2080
SEC Registered
Total AUM
$567.4M
Discretionary
$564.2M
Employees
8
Clients
--
Accounts
2,397
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $567.4M | $564.2M | $3.2M | 8 | 18 |
| Aug 2025 | $567.4M | $564.2M | $3.2M | 8 | 18 |
| Aug 2025 | $567.4M | $564.2M | $3.2M | 8 | 18 |
| Feb 2025 | $567.4M | $564.2M | $3.2M | 9 | 18 |
| Jul 2024 | $481.3M | $479.9M | $1.3M | 8 | 18 |
| Mar 2024 | $481.3M | $479.9M | $1.3M | 8 | 18 |
| Apr 2023 | $377.1M | $376M | $1.1M | 7 | 0 |
| Feb 2023 | $377.1M | $376M | $1.1M | 7 | 0 |
| Dec 2022 | $368.2M | $366.8M | $1.4M | 5 | 0 |
| Apr 2022 | $368.2M | $366.8M | $1.4M | 5 | 0 |
| Mar 2022 | $368.2M | $366.8M | $1.4M | 5 | 0 |
| Feb 2022 | $316.2M | $315M | $1.2M | 5 | 0 |
| Nov 2021 | $316.2M | $315M | $1.2M | 5 | 0 |
| Nov 2021 | $316.2M | $315M | $1.2M | 5 | 0 |
| Oct 2021 | $316.2M | $315M | $1.2M | 5 | 0 |
| Mar 2021 | $316.2M | $315M | $1.2M | 5 | 0 |
| Dec 2020 | $291.1M | $291.1M | $0 | 7 | 0 |
| Nov 2020 | $0 | $0 | $0 | 7 | 0 |
| Sep 2020 | $0 | $0 | $0 | 7 | 0 |
| Jul 2020 | $0 | $0 | $0 | 8 | 0 |
DateOct 2025
Total AUM$567.4M
Discretionary$564.2M
Non-Disc.$3.2M
Employees8
Clients18
DateAug 2025
Total AUM$567.4M
Discretionary$564.2M
Non-Disc.$3.2M
Employees8
Clients18
DateAug 2025
Total AUM$567.4M
Discretionary$564.2M
Non-Disc.$3.2M
Employees8
Clients18
DateFeb 2025
Total AUM$567.4M
Discretionary$564.2M
Non-Disc.$3.2M
Employees9
Clients18
DateJul 2024
Total AUM$481.3M
Discretionary$479.9M
Non-Disc.$1.3M
Employees8
Clients18
DateMar 2024
Total AUM$481.3M
Discretionary$479.9M
Non-Disc.$1.3M
Employees8
Clients18
DateApr 2023
Total AUM$377.1M
Discretionary$376M
Non-Disc.$1.1M
Employees7
Clients0
DateFeb 2023
Total AUM$377.1M
Discretionary$376M
Non-Disc.$1.1M
Employees7
Clients0
DateDec 2022
Total AUM$368.2M
Discretionary$366.8M
Non-Disc.$1.4M
Employees5
Clients0
DateApr 2022
Total AUM$368.2M
Discretionary$366.8M
Non-Disc.$1.4M
Employees5
Clients0
DateMar 2022
Total AUM$368.2M
Discretionary$366.8M
Non-Disc.$1.4M
Employees5
Clients0
DateFeb 2022
Total AUM$316.2M
Discretionary$315M
Non-Disc.$1.2M
Employees5
Clients0
DateNov 2021
Total AUM$316.2M
Discretionary$315M
Non-Disc.$1.2M
Employees5
Clients0
DateNov 2021
Total AUM$316.2M
Discretionary$315M
Non-Disc.$1.2M
Employees5
Clients0
DateOct 2021
Total AUM$316.2M
Discretionary$315M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2021
Total AUM$316.2M
Discretionary$315M
Non-Disc.$1.2M
Employees5
Clients0
DateDec 2020
Total AUM$291.1M
Discretionary$291.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0