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LEVY WEALTH MANAGEMENT GROUP, LLC, CRD 305766
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLATTERBUCK, MICHAEL, THOMAS | CHIEF OPERATIONS OFFICER | Na | yes | 01/2013 | Nov 7, 2019 | May 2, 2024 |
| LEVY, VICTOR, SIDNEY | Manager | D | yes | 12/2019 | Nov 7, 2019 | May 2, 2024 |
| LEVY, VICTOR, SIDNEY | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | Na | yes | 01/2013 | Nov 7, 2019 | May 2, 2024 |
| ROBOSTELLO, JOSEPH, NMN | Member | Na | yes | 01/2023 | Mar 26, 2024 | May 2, 2024 |
| FREECE, VICTORIA, PATRICE | DIRECTOR OF OPERATIONS | Na | no | 05/2022 | Mar 24, 2023 | May 2, 2024 |
| LWMG HOLDINGS, LLC | SOLE MEMBER | E | no | 12/2019 | Jan 2, 2020 | May 2, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| LEON L. LEVY & ASSOCIATES | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $943M | $943M | 14 | 7 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $796M | $796M | 13 | 8 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $766M | $766M | 12 | 7 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $612M | $612M | 11 | 6 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $390M | $390M | 11 | 5 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $943M | $796M | 18.6% | $612M | 15.5% | 14 | 13 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | Dec 6, 2024 | Sep 4, 2024 | PHILADELPHIA, PA | Firm absorbed | RIA to ibd | 100.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | Sep 24, 2024 | Sep 3, 2024 | PHILADELPHIA, PA | Team lift out | RIA to ibd | 42.9% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 2 | Mar 12, 2025 | Jan 7, 2020 | LAFAYETTE HILL, PA | Team lift out | Ibd to RIA | 0.0% |