Levenson Wealth LLC

Levenson Wealth works with individuals, high‑net‑worth individuals and personal trusts, offering integrated wealth planning and discretionary portfolio management as well as one‑time project-based financial plans. The firm operates on a fee‑only, fiduciary basis and manages client accounts under written Wealth Planning Agreements and Investment Policy Statements.

The firm’s investment approach is grounded in modern portfolio theory and an efficient‑markets view, implementing globally diversified allocations using low‑cost, passively managed mutual funds and ETFs (including providers such as Vanguard and DFA) while avoiding pooled or complex instruments, leverage, and shorting. Portfolios are managed with attention to tax‑sensitive decisions — including tax‑aware asset location, annual rebalancing, and opportunistic tax‑loss harvesting — and the firm typically exercises discretionary trading authority for implemented strategies.

Levenson Wealth is relatively small and selective: it reports roughly $111,043,500 in discretionary assets under management for about 27 clients supported by a two‑advisor team, a profile that implies a higher AUM‑per‑client relationship than many peers. Distinctive operational features include the routine inclusion of comprehensive financial planning within ongoing advisory engagements, the availability of standalone project‑based planning, custody and brokerage through an institutional custodian program, proxy voting for managed accounts, and a recent transition to SEC registration.