Deborah H. Levenson
Investment adviser representative at Levenson Wealth LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$111MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Levenson Wealth LLCJun 2017 to now
- Caregiving for ParentsFeb 2017 to Jun 2017
- Braver Wealth Management LLCSep 2004 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, MA).
Levenson Wealth LLC
$111MAssets managed
27Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5293654
- Firm CRD
- 288726