# Firefly Wealth Management

Firefly Wealth Management is a Multi Family Office based in Cleveland, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Cleveland, United Kingdom
- **Region:** Europe
- **Assets under management:** Undisclosed
- **Website:** fireflywealth.com
- **LinkedIn:** https://www.linkedin.com/company/fireflywm

## Regulatory record

- **CRD number:** 331225
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331225

## About

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.

## Sectors

- Attorneys only

## People

- Joshua F. Levine — CFP — Founder & Principal
- Miles Pastroff — Wealth Management Intern

## Related profiles

- [Douglass Investment Group](https://altss.com/profile/douglass-investment-group)
- [Blue Bear Financial](https://altss.com/profile/blue-bear-financial-llc)

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Last updated: 2026-08-11T15:06:42.396Z

Canonical page: https://altss.com/profile/firefly-wealth-management

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