wealth team
The Levy team
$330MBook of businessas reported in coverage
5Advisors
Lodi, CAMarket
1Moves on our record
The lineage
until Oct 22, 2026PRIOR4thGEN Wealth Management LLC
Oct 22, 2026PRIORModern Wealth Management LLC
Oct 25, 2026CURRENTModern Wealth Management
Oct 21, 2026team liftout4thGEN Wealth Management → Modern Wealth Management
No published coverage yet.