{"url":"https://nivawealth.com/firms/mb-levis-and-associates-llc-164197","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/164197","regulatoryAum":411582981,"crd":"164197","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2802899","suffix":null,"lastName":"HENNINGER","firstName":"JASON","middleName":"ROBERT"},{"crd":"2326190","suffix":"JR","lastName":"LEVIS","firstName":"JOHN","middleName":"BRUCE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-19","regulatoryAum":303627589,"clients":157,"employees":4,"offices":1},{"filedOn":"2022-06-24","regulatoryAum":345462211,"clients":157,"employees":4,"offices":1},{"filedOn":"2023-03-17","regulatoryAum":307933325,"clients":171,"employees":4,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":349621078,"clients":176,"employees":4,"offices":1},{"filedOn":"2025-02-12","regulatoryAum":374821801,"clients":173,"employees":4,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":411582981,"clients":170,"employees":4,"offices":1}],"secFileNumber":"801-76841","legalName":"MB, Levis & Associates,llc","displayName":"MB, Levis & Associates,llc","slug":"mb-levis-and-associates-llc-164197","website":"https://mblevis.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2012","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4647 Saucon Creek Road, Suite 101","city":"Center Valley","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"18034"},"tradeNames":[],"registration":{"secApproved":"27 June 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2377942.205882353,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":411582981,"discretionary":411582981,"discretionaryAccounts":575,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":92,"regulatoryAum":39882311},{"label":"High-net-worth individuals","clients":78,"regulatoryAum":364367864},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4731543},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":2601263}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022633","versionId":1022633,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-20","documentName":"MB LEVIS PART ADV PART 2A BROCHURE","fee_rate_low":null,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:44:08.000739+00:00","documents":[{"name":"MB LEVIS PART ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022633","versionId":1022633,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":405465288}],"custodyNote":"MB, Levis & Associates,llc has custody of $97M in client assets for 59 clients.","leadership":[{"name":"John Levis","title":"President","crd":"2326190"},{"name":"Leslie Childs","title":"Chief Compliance Officer","crd":"6062188"},{"name":"Donald Sledz","title":"Shareholder","crd":"3058322"},{"name":"Jason Henninger","title":"Shareholder","crd":"2802899"},{"name":"William Loftus","title":"Shareholder","crd":"6422452"}],"ownership":[{"label":"John Levis","detail":"President in the 50% to 75% ownership band and a control person, since July 2012. Also trustee of William M. Loftus Irrevocable Trust Fbo Samantha and a control person, since June 2021. Also trustee of William M. Loftus Irrevocable Trust Fbo Elizabeth and a control person, since June 2021."},{"label":"Jason Henninger","detail":"Shareholder in the 5% to 10% ownership band, since September 2012."},{"label":"William Loftus","detail":"Shareholder in the 5% to 10% ownership band, since October 2014."},{"label":"William M. Loftus Irrevocable Trust Fbo Samantha","detail":"Shareholder in the 5% to 10% ownership band, since June 2021."},{"label":"William M. 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They include 92 individual clients and 78 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MB, Levis & Associates,llc offer?","answer":"MB, Levis & Associates,llc provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MB, Levis & Associates,llc charge?","answer":"MB, Levis & Associates,llc charges up to 2.00% a year for its Investment Management Services. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.","source":"MB LEVIS PART ADV PART 2A BROCHURE, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MB, Levis & Associates,llc use?","answer":"MB, Levis & Associates,llc’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $405M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MB, Levis & Associates,llc have?","answer":"MB, Levis & Associates,llc has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MB, Levis & Associates,llc invest in?","answer":"At the end of its last fiscal year, MB, Levis & Associates,llc’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MB, Levis & Associates,llc?","answer":"MB, Levis & Associates,llc’s direct owners are John Levis (50% to 75%), Jason Henninger (5% to 10%), William Loftus (5% to 10%), William M. Loftus Irrevocable Trust Fbo Samantha (5% to 10%) and William M. Loftus Irrevocable Trust Fbo Elizabeth (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MB, Levis & Associates,llc get paid?","answer":"MB, Levis & Associates,llc is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is MB, Levis & Associates,llc registered with the SEC?","answer":"Yes, MB, Levis & Associates,llc has been registered with the SEC as an investment adviser since 27 June 2012. Its CRD number is 164197 and its SEC file number is 801-76841.","source":"Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact MB, Levis & Associates,llc?","answer":"MB, Levis & Associates,llc’s main office is at 4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034. Its phone number is 610-419-9690. 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