LEVY WEALTH MANAGEMENT GROUP

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	14
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	11
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,175	$943.4M
Non-Discretionary	0	$0
Total	1,175	$943.4M

Clients

Type	Number	RAUM
Individuals	244	$59.4M
HNW Individuals	422	$674.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	59	$80.9M
Charitable organizations	10	$9.7M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	31	$118.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	70
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUM
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	913.2M

Portfolio Manager to Program	Sponsor
LWMG WRAP FEE PROGRAM	LEVY WEALTH MANAGEMENT GROUP

Identifiers

SEC RIA File Number	801-117756
SEC ERA File Number	801-117756
SEC CIK Numbers	1843138
SEC CRD Numbers	305766
Legal Entity Identifier	None

Principal Office

1818 MARKET STREET
SUITE 3232
PHILADELPHIA
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic