Network·Family Office

Levenson Wealth LLC

Unclaimed
Family Office
levensonwealth.com

SEC CRD #801-135743

About

Levenson Wealth is a boutique financial planning and wealth management firm that provides individualized financial planning and evidence-based investing services to a select number of clients.

Key Contact

DH

DEBORAH H LEVENSON

PRINCIPAL

📞 (617) 527-1623

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Geographic Focus

newton, ma

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AUM

$111M

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