# Maxwell Levi

> Maxwell Levi is a fee-only financial advisor at Perennial in New York, New York. Perennial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/maxwell-levi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Perennial
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $761.9M across 493 accounts
- **CRD:** 7823393 (https://adviserinfo.sec.gov/individual/summary/7823393)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.perennial.com/

## Frequently asked questions

### Is Maxwell Levi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Perennial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Maxwell charge for financial advice?

Maxwell's firm, Perennial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Maxwell Levi based?

Maxwell Levi is based in New York, New York.

### Is Maxwell Levi registered with the SEC?

Yes. Maxwell Levi is registered as an investment adviser representative in NY (CRD 7823393), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Perennial manage?

Perennial reports $761.9M across 493 accounts in assets under management.

### How do I contact Maxwell Levi?

Through Maxwell's website, www.perennial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7823393): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.