SEC Form ADV · CIK 1908386

LEVERTY FINANCIAL GROUP, LLC

Registered Investment AdviserWI
$676.8M
Assets Under Management
2,365
Total Clients
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Registration Details

CIK
1908386
Accession
CRD-310258
Location
HUDSON, WI
Filing Date
January 22, 2026
AUM
$676.8M
Total Clients
2,365
Amendment
No

About this Adviser

LEVERTY FINANCIAL GROUP, LLC is a registered investment adviser headquartered in HUDSON, WI, managing approximately $676.8M in assets across 2,365 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.