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Firefly Wealth Management
Firefly Wealth Management LLC is a fee-only, fiduciary registered investment adviser that provides financial planning and investment management exclusively for...
Firefly Wealth Management
Firefly Wealth Management LLC is a fee-only, fiduciary registered investment adviser that provides financial planning and investment management exclusively for attorneys at every career stage. Services include comprehensive planning, portfolio management, retirement and elder-care planning, and HR and benefits liaison support, with no asset minimum.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
United Kingdom
City
Cleveland
Principals
Joshua F. Levine
CFP — Founder & Principal
Miles Pastroff — Wealth Management Intern
Sector focus
Frequently asked questions
What is Firefly Wealth Management?
Firefly Wealth Management is a multi family office headquartered in Cleveland, United Kingdom.
Where is Firefly Wealth Management headquartered?
Firefly Wealth Management is headquartered in Cleveland, United Kingdom, in the Europe region.
What does Altss track for Firefly Wealth Management?
Altss maintains an OSINT-verified profile of Firefly Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Firefly Wealth Management's website?
Firefly Wealth Management's public website is fireflywealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Firefly Wealth Management?
Firefly Wealth Management is classified by Altss as a Multi Family Office, operating from United Kingdom within the Europe region.
How does Altss source intelligence on Firefly Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Firefly Wealth Management's Altss profile last updated?
Firefly Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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