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LEVO ADVISER, LLC

· CRD 314370 · IAPD ↗ · levotreasury.io · 801-441-7772

$405,800Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — LEVO ADVISER, LLC (location n/a) left the SEC roster (was $405,800 RAUM, 1 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.