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MB, LEVIS & ASSOCIATES,LLC

CENTER VALLEY, PA · CRD 164197 · IAPD ↗ · mblevis.com · 610-419-9690

$411.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — MB, LEVIS & ASSOCIATES,LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.