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MB, Levis & Associates
MB, Levis & Associates does not publicly disclose a founding year or named founder lineage. The firm lists J. Henninger as its primary contact on the About...
MB, Levis & Associates
MB, Levis & Associates does not publicly disclose a founding year or named founder lineage. The firm lists J. Henninger as its primary contact on the About page, operating from a single office at 4647 Saucon Creek Road in Center Valley, Pennsylvania. The practice presents itself as a generalist financial advisory serving individuals and families at multiple life stages, without specifying a disclosed source of underlying wealth. The firm's service stack is anchored by retirement planning and portfolio construction, supplemented by peak-career accumulation strategies and estate planning. It describes a standardized three-step process — assess, strategize, implement — and targets clients ranging from young professionals to retirees. No specific investment products, asset-class tilts, portfolio allocations, or named third-party platform relationships are disclosed on the website. The firm does not publish information on direct investing, fund commitments, or co-investment activity. Team size, total assets under management, and total client households are not publicly stated. The firm has no additional offices listed beyond the Center Valley location. Its website does not reference any affiliated operating businesses, philanthropic foundations, or external peer networks. The most recent verifiable operational signal is the active maintenance of a consultation-scheduling portal on its website. MB, Levis & Associates distinguishes itself structurally only by its focused solo-professional posture and narrow geographic footprint in eastern Pennsylvania. There is no public disclosure of succession planning, external capital partnerships, or a multi-family office conversion strategy. The firm's architecture remains that of a single-location, generalist advisory practice without an observable institutional allocator mandate.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Center Valley
Corporate office
4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034
Principals
J. Henninger
Financial Professional
Sector focus
Frequently asked questions
Who runs investment decisions at MB, Levis & Associates?
The firm’s website identifies J. Henninger as the primary contact and financial professional. No internal investment committee structure, external portfolio manager, or outsourced chief investment officer relationship is disclosed.
How does MB, Levis & Associates construct client portfolios?
The firm describes a three-step process: assessing a client’s finances and goals, strategizing around goals and risk tolerance, and then implementing with ongoing adjustments. No specific portfolio architecture, model-provider relationship, or asset-allocation framework is publicly disclosed.
Does MB, Levis & Associates operate as a single-family office or a multi-family office?
Neither. The firm brands itself as a financial advisory practice serving working professionals, pre-retirees, retirees, and families, rather than as a single-family or multi-family office. Its website does not indicate any concentration of wealth from a single source.
Does MB, Levis & Associates disclose its assets under management?
No. The firm does not publish an AUM figure, regulatory assets-under-management disclosure, or client household count. Any AUM estimate would be conjectural.
Does MB, Levis & Associates participate in direct deals or venture investments?
The firm’s website gives no indication of direct deal activity, private equity exposure, venture capital allocations, or client participation in alternative investments. Its publicly described services focus on traditional portfolio management and retirement strategies.
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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