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Todd Levy

Managing Director, Partner, Founder

Altium Wealth

United States, New York, Purchase

About Me

Todd Levy, is a Managing Director at Altium Wealth Management. He brings 20 years of consulting and planning experience to high net-worth individuals, their families and their businesses. Todd's clients enjoy a superior level of clarity and control over every aspect of their financial life so they can make precise decisions about their future. Todd and the Altium team help design financial plans that adjust and adapt to each client’s changing needs. Through constant communication and relentless execution, they ensure that every last detail in a client’s plan is executed, updated and continues to evolve long after the typical financial planning process is over. Todd and his team are proud

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Profile Information

Managing Director, Partner, Founder

Altium Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Purchase

New York

United States

Jun 29, 2025

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