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LEVY WEALTH MANAGEMENT GROUP

PHILADELPHIA, PA · CRD 305766 · IAPD ↗ · levywealth.com · 215-875-8720

$943.4MRegulatory AUM
7Advisory reps
14Employees
70Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — LEVY WEALTH MANAGEMENT GROUP (PHILADELPHIA, PA) left the SEC roster (was $943.4M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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