Levy Wealth Management Group - Ownership and Business Overview

Financial ServicesCompany

Levy Wealth Management Group Ownership

Who owns Levy Wealth Management Group?

Levy Wealth Management Group is owned by Wealth Enhancement Group. It was acquired on September 5, 2024.

Levy Wealth Management Group Business Overview

Where is Levy Wealth Management Group headquartered?

Levy Wealth Management Group is headquartered in Philadelphia, Pennsylvania.

What sector is Levy Wealth Management Group in?

Levy Wealth Management Group is a financial services company.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 144 acquisitions of financial services companies in 2024, including 9 acquisitions by private equity firms, and 135 by strategics.

Levy Wealth Management Group

Levy Wealth Management Group LLC

Philadelphia, Pennsylvania 19103
United States,
www.levywealth.com

Levy Wealth Management Group is a financial advisory firm that offers wealth management, financial planning, investment management, and retirement planning services. Levy Wealth Management Group is based in Philadelphia, Pennsylvania.


Company Summary

SECTOR

Financial Services

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Pennsylvania Companies , Financial Services Companies , United States Companies , Pennsylvania Financial Services Companies , Pennsylvania Financial Services with Acquisitions , Pennsylvania Financial Services with Divestitures

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