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Levy Wealth Management Group, LLC Info

Levy Wealth Management Group, LLC info

Levy Wealth Management Group, LLC (SEC CIK 1843138) first filed with the SEC on 2021-02-10 (Form 13F-HR) and has filed 16 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in PA and registered at 1818 MARKET STREET, SUITE 3232, PHILADELPHIA, PA, 19103.

  • Name: Value Levy Wealth Management Group, LLC.
  • SEC CIK: Value 1843138.
  • State of organization: Value PA.
  • Business address: Value 1818 MARKET STREET, SUITE 3232, PHILADELPHIA, PA, 19103.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameLevy Wealth Management Group, LLC
SEC CIK1843138
State of organizationPA
Business address1818 MARKET STREET, SUITE 3232, PHILADELPHIA, PA, 19103
Mailing address1818 MARKET STREET, SUITE 3232, PHILADELPHIA, PA, 19103
Phone215-875-8720
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-10 (Form 13F-HR)
Latest SEC filing2024-08-01 (Form N-PX)
Filings on EDGAR16
First Form 13F-HR2021-02-10 (quarter ended 2020-12-31)
Latest Form 13F-HR2024-07-25 (quarter ended 2024-06-30)
Form 13F-HR filings15

Filings by Form

FormFilingsLatest
13F-HR152024-07-25
N-PX12024-08-01

Filings by Year

YearFilingsForm 13F-HR
202443
202344
202244
202144

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