David Levitt
Glassman Wealth · North Bethesda, Maryland
David Levitt is a fee-only financial advisor at Glassman Wealth in North Bethesda, Maryland, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | North Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, VA · CRD 6766886 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about David
Is David Levitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does David charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is David Levitt based?
David Levitt is based in North Bethesda, Maryland.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and tax planning. David works with retirees.
What credentials does David Levitt hold?
David Levitt holds the CFP credential.
Is David Levitt registered with the SEC?
Yes. David Levitt is registered as an investment adviser representative in MD and VA (CRD 6766886), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact David Levitt?
Through David's website, www.glassmanwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Glassman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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