Joshua Levine
Firefly Wealth Management · Cleveland, Ohio
Joshua Levine is a fee-only financial advisor at Firefly Wealth Management in Cleveland, Ohio, who holds the CFP credential. Firefly Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Firefly Wealth Management |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $350K across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6729406 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Joshua's firm compares
- Firefly Wealth Management's average account is about $70,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Joshua
Is Joshua Levine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Firefly Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Firefly Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Levine based?
Joshua Levine is based in Cleveland, Ohio.
What credentials does Joshua Levine hold?
Joshua Levine holds the CFP credential.
Is Joshua Levine registered with the SEC?
Yes. Joshua Levine is registered as an investment adviser representative in OH (CRD 6729406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Firefly Wealth Management manage?
Firefly Wealth Management reports $350K across 5 accounts in assets under management.
How do I contact Joshua Levine?
Contact details aren't on file yet. Search for Firefly Wealth Management.
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
- 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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