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Levenson Wealth LLC

EST. AUM
$111,043,500

CONTACTS

CLIENT ACCOUNTS
120

Firm Details

Metro area Boston
CRD Number 288726
Website levensonwealth.com
Client types

Overview

Levenson Wealth LLC is a Newton, Massachusetts-based boutique registered investment adviser (RIA) founded and led by Debbie Levenson, CFP®. The firm provides integrated financial planning and investment management specifically tailored for healthcare professionals, high-net-worth families, and women navigating major life transitions such as divorce or widowhood. Utilizing a fiduciary, fee-only model, the firm specializes in evidence-based investing, constructing globally diversified portfolios through low-cost index funds and ETFs while managing for tax efficiency and disciplined rebalancing.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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